Schwab Intelligent Portfolios
GPTKB entity
Statements (55)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
Robo-advisor
|
| gptkbp:chargingTime |
no advisory fees
|
| gptkbp:competitors |
gptkb:Vanguard_Personal_Advisor_Services
Wealthfront Betterment |
| gptkbp:customizationOptions |
investment portfolios
|
| gptkbp:financials |
Charles_Schwab's_financial_expertise
|
| gptkbp:has |
user-friendly interface
no account service fees |
| https://www.w3.org/2000/01/rdf-schema#label |
Schwab Intelligent Portfolios
|
| gptkbp:includes |
socially responsible investment options
|
| gptkbp:integration |
Schwab_banking_services
|
| gptkbp:investmentFocus |
diversified portfolio
$5,000 |
| gptkbp:is_accessible_by |
mobile app
|
| gptkbp:is_available_in |
IRA accounts
multiple account types SEP IRA accounts taxable accounts 401(k) rollovers U.S._residents Roth_IRA_accounts |
| gptkbp:is_designed_to |
help achieve financial goals
maximize after-tax returns passive investors provide peace of mind for investors reduce investment costs simplify investing process |
| gptkbp:is_governed_by |
gptkb:SEC
|
| gptkbp:is_known_for |
low-cost investing
transparent fee structure |
| gptkbp:is_part_of |
Schwab's_investment_services
Schwab's_digital_offerings |
| gptkbp:launched |
2015
|
| gptkbp:offers |
retirement accounts
goal-based investing automated investment management personalized investment advice automatic rebalancing automatic tax optimization customizable risk profiles diversification across asset classes |
| gptkbp:operates_in |
gptkb:Charles_Schwab_Corporation
|
| gptkbp:provides |
risk assessment tools
financial planning tools tax-loss harvesting investment education resources real-time performance tracking |
| gptkbp:requires |
Schwab_brokerage_account
|
| gptkbp:suitableFor |
new investors
retirement planning. |
| gptkbp:targets |
long-term investors
|
| gptkbp:uses |
ETFs
modern portfolio theory |
| gptkbp:utilizes |
algorithmic investment strategies
|