Statements (60)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:Investment_Management
|
| gptkbp:availability |
24/7 access
|
| gptkbp:client |
gptkb:mobile_app
financial advisors annual reviews monthly statements online dashboard |
| gptkbp:client_eligibility |
U. S. residents
|
| gptkbp:client_onboarding |
digital process
|
| gptkbp:customer_feedback |
satisfaction surveys
|
| gptkbp:customization_options |
personalized portfolios
|
| gptkbp:educational_resources |
webinars
articles |
| gptkbp:focus |
diversification
|
| gptkbp:frequency |
periodic
|
| gptkbp:goal |
long-term growth
|
| https://www.w3.org/2000/01/rdf-schema#label |
Schwab Managed Portfolios
|
| gptkbp:investment |
ETFs
credit risk online calculators long-term bonds equities market risk passive management $5,000 goal-based investing interest rate risk inflation risk strategic asset allocation liquidity risk evidence-based investing low-cost investing third-party analysis |
| gptkbp:investment_strategy |
asset allocation
|
| gptkbp:is_available_in |
individual investors
|
| gptkbp:is_monitored_by |
gptkb:Web
detailed reports |
| gptkbp:membership |
retirement accounts
taxable accounts |
| gptkbp:performance |
benchmark comparison
|
| gptkbp:portfolio_adjustments |
market conditions
|
| gptkbp:portfolio_construction |
diversified holdings
|
| gptkbp:portfolio_review |
quarterly reviews
|
| gptkbp:portfolio_types |
aggressive portfolios
conservative portfolios moderate portfolios |
| gptkbp:regulatory_compliance |
SEC regulations
|
| gptkbp:replaces |
flexible withdrawals
|
| gptkbp:revenue |
0.25% annually
|
| gptkbp:risk_management |
client questionnaire
|
| gptkbp:services |
gptkb:Risk_Management
goal tracking automated rebalancing |
| gptkbp:services_provided |
gptkb:Charles_Schwab_Corporation
|
| gptkbp:target_audience |
retirement savers
|
| gptkbp:tax_strategy |
tax-loss harvesting
|
| gptkbp:type |
managed portfolio
|
| gptkbp:bfsParent |
gptkb:Charles_Schwab_Corporation
|
| gptkbp:bfsLayer |
6
|