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Your path to independence begins here
Your path to independence begins here
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1. As of January 2024.
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.