Model Market Center™
Simplified access to models from recognized money managers, powered by iRebal®.
Flexible and efficient model management with you in the driver's seat
Model Market Center makes it easy for you to tap into hundreds of models from recognized money managers. Most models are available without a Strategist Fee1 and money managers who list models are covered by Schwab Center for Financial Research. A seamless integration with iRebal, our powerful rebalancing platform, allows you to personalize and blend models with your own in-house strategies to create a truly personalized approach that meets your clients' unique needs. And with full authority over trading and rebalancing, you are always in control.
With Model Market Center, you can:
- Access hundreds of models from a wide array of recognized money managers. Since model managers are required to meet platform eligibility criteria, including an operational due diligence review by Schwab Center for Financial Research, you'll always have access to a high-quality list of models.
- Streamline portfolio construction and rebalancing while maintaining the flexibility to customize models around your clients' needs.
- Drive efficiency by potentially reducing time and cost related to investment management, trading administration, and client paperwork.
- Maintain full control over key investment decisions, including timing of rebalances and implementation of money manager model updates.
- Compare models through an integration with the FinMason Model Impact Tool.
Explore all that Model Market Center has to offer
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FAQs
Have questions about Model Market Center? We have the answers.
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Available models
View all the asset allocation models available to you.
Schwab tech that sets advisors apart
Model Market Center and iRebal are part of Schwab's expanding suite of digital wealth management solutions—all designed to help firms streamline investment management and have more time to focus on their clients. Whether you're exploring independence or curious about the difference that having Schwab as a custodian can make, we're here to help.
1 Standard Schwab custody fees and fund management fees apply. For models that charge a Strategist Fee, the Strategist Fee, in basis points, is set by the model manager and can be seen directly on the model page in Model Market Center™.
Model Market Center™ (MMC) is a web-based offering available to independent investment advisors that custody assets at Charles Schwab & Co., Inc. (Schwab) and use the iRebal® platform available on Schwab Advisor Center for account rebalancing and trading. Schwab is a registered investment adviser and a subsidiary of The Charles Schwab Corporation. Please refer to Schwab's disclosure brochure for important information and disclosures relating to MMC.
Material made available through MMC is provided by affiliated and unaffiliated model managers (Model Managers) and information providers. Schwab has not paid for or been involved in the preparation of the content, and has not verified, endorsed, or approved the content. Schwab assumes no responsibility for any fact, recommendation, opinion, or advice contained in any such model portfolio or materials and expressly disclaims any responsibility for any investment decisions or for the suitability of any security or transaction based on it. Any mention of specific Model Managers and/or models should not be considered a recommendation or endorsement from Schwab. Schwab reviews model managers for eligibility criteria and conducts operational due diligence on the unaffiliated model managers but does not approve or review the models that Model Managers seek to include on MMC. Schwab does not conduct any investment due diligence of models or review or verify the accuracy or adequacy of information regarding Model Managers' MMC models. Users of MMC are responsible for selecting MMC models and implementing investments that meet their advisory clients' investment needs through their own, independent research and due diligence.
Schwab and Informa Business Intelligence, Inc. are separate, unaffiliated companies. Schwab and Informa Business Intelligence, Inc. are not responsible for each other's opinions, policies, and services. Certain model attributes are sourced from Informa PSN. The PSN Data Set is supplied by Zephyr, a Division of Informa Business Intelligence, Inc. The PSN Data Set may not be copied or distributed. It is not warranted to be accurate, complete, or timely.
Schwab typically receives remuneration from ETFs and mutual funds and/or their managers that participate in MMC for administrative and/or other services.
MMC leverages iRebal® to provide independent RIAs access to model portfolios provided by Model Managers.
Charles Schwab & Co., Inc. (Schwab) and FinMason, Inc. are separate, unaffiliated companies. Schwab and FinMason, Inc. are not responsible for each other's opinions, policies, and services. The FinMason, Inc. information, printouts, and any information from Model Market Center™ (MMC) is intended for investment professional use and viewing only and is not a substitute for appropriate model or other investment due diligence. It may not be distributed to your clients or other members of the public, nor used in written form as sales literature for public use.