Schwab Managed Account Solutions
GPTKB entity
Statements (56)
| Predicate | Object |
|---|---|
| gptkbp:instanceOf |
gptkb:Association
|
| gptkbp:basedOn |
client's financial goals
|
| gptkbp:has_a_focus_on |
client-centric approach
|
| https://www.w3.org/2000/01/rdf-schema#label |
Schwab Managed Account Solutions
|
| gptkbp:includes |
financial planning
risk assessment tools client feedback mechanisms investment diversification strategies investment policy statements socially responsible investing options automatic rebalancing |
| gptkbp:is_accessible_by |
online platform
|
| gptkbp:is_available_in |
mobile applications
institutional investors IRA accounts Schwab_brokerage_accounts |
| gptkbp:is_designed_to |
long-term investment goals
meet diverse client needs reduce investment risk enhance client engagement optimize investment outcomes simplify investment decisions |
| gptkbp:is_governed_by |
gptkb:Securities_and_Exchange_Commission
|
| gptkbp:is_integrated_with |
Schwab's_trading_platform
|
| gptkbp:is_known_for |
high-quality client service
transparent fee structure |
| gptkbp:is_part_of |
gptkb:Schwab_Wealth_Advisory
Schwab's_advisory_services Schwab's_financial_services_ecosystem Schwab's_investment_services |
| gptkbp:is_supported_by |
investment research
advanced technology solutions |
| gptkbp:offers |
retirement planning services
goal-based investing tax-efficient investing investment management services low-cost investment options comprehensive financial reviews wealth preservation strategies flexible investment strategies portfolio customization comprehensive wealth management customized asset allocation |
| gptkbp:operates_in |
gptkb:Charles_Schwab_Corporation
|
| gptkbp:provides |
investment insights
personalized investment strategies performance reporting financial goal tracking strategic asset management client education resources access to professional advisors access to alternative investments ongoing portfolio monitoring |
| gptkbp:suitableFor |
high-net-worth individuals
|
| gptkbp:targets |
individual investors
|
| gptkbp:utilizes |
diversified portfolios
|