Built to serve
Transcript of the video:
What We Do
Soft music plays.
45 years ago
Schwab made a commitment
to individual investors.
We’ve been making that
commitment to employers
and independent advisors.
Man [off-screen]: Cameras ready? In four, three, two…
A woman in a newsroom walks past the cameras to the main news desk. Someone checks the sound equipment as the woman is fitted with a body mic on her blazer. The ceiling lights in the lobby of a Schwab building turn on. In the newsroom, an employee signals the woman that they’re about to roll the cameras. The sound equipment is adjusted one last time as an “ON AIR” sign lights up. People wearing headsets behind the scenes check that the equipment is running smoothly for the woman about to be recorded: Liz Ann Sonders.
Liz Ann [onscreen]: Investing should never, ever be about a moment in time. Investing should always be a process over time.
Fog rolls over an urban park at sunrise. A man unlocks a revolving door, and the lights in a Charles Schwab branch office come on. A suburban house stands in the sunlight, and inside a man is tying his tie in the bathroom. He speaks with his wife.
Husband: My brother called.
Wife: Oh really? How is he?
Husband: He’s retiring.
They stand at the kitchen island. The wife takes off her glasses.
Wife: Wow, nice for him.
Husband: Yeah, but what about us?
They stand silently for a moment, looking at each other.
A hospital admin walks down the stairs of Metropolitan General Hospital with a Schwab representative. They continue talking while walking down a hallway.
Hospital admin: What are my peers doing with their 401(k) plans? What’s going on out there? Are we competitive?
People ride bikes outside an office building while others walk up the stairs inside. A company representative approaches the entrance with two Schwab reps. An employee in the lobby looks up from his computer, and a woman somewhere inside the office is giving a presentation. The group sits on sunlit couches in a common area talking.
Company rep: In tech, getting talent is the name of the game. And our stock plan is key. How can you help us?
A young man hugs a woman before getting into the back of a car. He types on his phone while facing the open window. He video-calls a Schwab Intelligent Portfolio Premium advisor.
Young man: If I want to buy a house in, say, five years, what do I need to do today?
A financial consultant in a suit walks onto a train, sits down, pulls out his computer, and begins typing an email to his Schwab advisor.
Financial consultant: My advisory firm is growing. How can Schwab help me spend more time with my clients?
A man unrolls a building plan inside a space that is being renovated. Two Schwab reps walk up to him and shake his hand. The man then goes on a walk with one of the reps to chat.
Financial consultant: I put a lot on the line going independent. You guys really going to have my back?
A gray-haired man walks down a city street with dozens of other people and boards a ferry, with the city shoreline in the background. He stands by the railing while talking into an earpiece.
Financial consultant: Looking for core products for my client’s 401(k). Something with a track record.
The Schwab rep sits across from the company rep in the sunlit common area and answers his question with confidence.
Schwab rep: We have lots of ways to help.
The Schwab rep walking down the hallway with the hospital admin responds to her question.
Schwab rep: We can help you with that.
The Schwab rep meeting with the financial consultant in his office under renovation answers his questions.
Schwab rep: We are here to support you.
The music swells as an aerial view of a suburban area appears.
Our answers today
The husband and wife stand close together in front of their house.
The hospital admin stands with her arms crossed in the hospital hallway.
The man from the train stands in the train terminal.
Schwab brand music plays.
Own your tomorrow®
Brokerage Products: Not FDIC-Insured · No Bank Guarantee · May Lose Value
Investing involves risk, including loss of principal.
The Charles Schwab Corporation provides services to retirement and other benefit plans and participants through its separate but affiliated companies and subsidiaries: Charles Schwab Bank; Charles Schwab & Co., Inc. (Schwab), Member SIPC (www.sipc.org); and Schwab Retirement Plan Services, Inc. (SRPS). Trust, custody, and deposit products and services are available through Charles Schwab Bank. SRPS is not a fiduciary to retirement plans or participants and only provides recordkeeping and related services. Designated Brokerage Services (DBS) is a division of Schwab.
Charles Schwab Investment Management, Inc. (CSIM) is the investment advisor for Schwab Funds and Schwab ETFs. Schwab Funds are distributed by Schwab, Member SIPC. Schwab ETFs are distributed by SEI Investments Distribution Co. (SIDCO). CSIM and Schwab are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation, and are not affiliated with SIDCO.
©2019 Charles Schwab & Co., Inc. All rights reserved. Member SIPC. (0119-86U1)