Advisor Services

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Flexible Products Adapt to Your Business

Submitted by Dan.Benson on October 3, 2017

Schwab's products are designed around choice – giving you access to a wide array of investment products so you can manage your business without constraints.

Manage Portfolios as You See Fit

Schwab's investment platform gives you access to the products you need, with help from Schwab's specialists. And because you always have the option to transact trades through other broker dealers, you have the flexibility to find the pricing and inventories you need.

As an RIA, you're free to build portfolios with open access to powerful products and resources.

  • Mutual Funds
  • Exchange Traded Funds (ETFs)
  • Fixed income
  • Alternative investments
  • Managed account options
  • Bank and lending products available through Charles Schwab Bank1.

You'll be supported along the way with access to Schwab's analysts, product experts, educational resources, and leading third-party market analysis. And If you wish to outsource investment management you can select from a variety of third-party turnkey providers (TAMPs) to support your firm. Schwab's investment choices give you access to the products, backed by guidance and support.