The information included in this video is intended to be general and is subject to change.
Independent investment advisors are not owned by, affiliated with, or supervised by Schwab.
The RIAs (registered investment advisors) and their representatives use Schwab for custody, trading, and operational support.
The above-mentioned firm and their employees are not affiliated with or employees of Schwab. The mention of these third parties should not be construed as a recommendation, endorsement of, or sponsorship by Schwab. You must decide whether to hire any firm and the appropriateness of their services for you or your firm. Schwab does not supervise third-party firms and takes no responsibility to monitor the services they provide to you.
The views expressed are those of the third party. Experiences expressed are no guarantee of future performance or success and may not be representative of your experience. Schwab makes no representation about the accuracy of the information or its appropriateness for any given situation. Past performance is not an indicator of future results. Some of the statements have been edited.