Portfolio Management | August 20, 2021

A Solid Foundation

It’s a time of great innovation for accessibility to the financial markets. From historically low trading and management fees to fractional stock shares and automated investing solutions, it’s never been easier or, frankly, more exciting to invest.

But all that access can come at a cost if you don’t approach it effectively. There’s no shortage of stories about new investors who risked—and lost—it all. Even experienced investors can find things quickly going sideways when they enter a new market without the proper foundation. That’s why at Schwab you don’t just get our innovative products—you also get our award-winning service and guidance.

For example, our Investing Principles distill decades of insights into seven essential lessons we believe every investor should know. Our robust research tools for clients—such as the ability to compare funds, screen for stocks, and build an all-fund portfolio—make it easier to identify worthy investments for your portfolio. And, for those who need a helping hand, your Schwab financial consultant is available to answer questions and strategize the best way to reach your goals.

In other words, we’re committed to setting you up for success—whichever way you choose to engage with the market.



Walt Bettinger

President & CEO