Personal Finance March 8, 2015

    You've worked hard to put money aside for the future. Now what? Maybe, like many investors, you've been winging it. You might have accounts scattered around—a 401(k) with a former employer here, a neglected IRA there. But without a coherent plan, it's difficult to take ownership of your financial future.

    That's where Schwab Intelligent Portfolios™ comes in. With Schwab Intelligent Portfolios, you simply fill in the Investor Profile Questionnaire with information about your goals, timeframe and risk tolerance, and you'll be recommended a target allocation for your portfolio. Once you open your account, you'll benefit from sophisticated investment management—including portfolio monitoring and rebalancing—backed by Charles Schwab, without paying advisory fees.

    Of course, as a savvy investor, you'll want to understand how your money is working for you, and how that fits into the larger context of financial and life events. You can find all that here, on the blog, where you can:

    • Dig deeper into investment concepts;
    • Read market commentary; and
    • Understand how to adjust your financial footing when faced with life's big transitions, like changing jobs, getting married or having a baby.

    Charles Schwab has been empowering investors for decades. From the mutual fund marketplace in 1984, to web-based trading in 1996, to zero-commission online ETF trades in 2009, the firm has been at the forefront of investing innovation. Schwab Intelligent Portfolios is another huge leap forward, and we are excited to have you along for the journey.

    Schwab Intelligent Portfolios™ charges no advisory fee. Schwab affiliates do earn revenue from the underlying assets in Schwab Intelligent Portfolios accounts. This revenue comes from managing Schwab ETFs and providing services relating to certain third party ETFs that can be selected for the portfolio, and from the cash feature on the accounts. Revenue may also be received from the market centers where ETF trade orders are routed for execution.

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