Advisor Investment
Investment options:

Invest for potential tax-free growth

To maximize the potential tax-free growth of your clients' charitable assets, we offer a wide range of investment choices to give you and your clients the flexibility and support you need. Select either a core account or a professionally managed account.

Core account offer

Schwab Charitable offers a choice of 15 diverse investment pools from leading fund companies, carefully screened by the experts at the Schwab Center for Financial Research. Our lineup includes:

  • Low-cost index pools across all major asset classes, designed to track a sector of a market
  • Actively managed asset allocation pools that offer diversification in a single investment pool
  • Actively managed socially responsible investment (SRI) pools that consider not only traditional measures of risk and return, but environmental, social, and corporate governance (ESG) factors as well*
  • Actively managed single asset class pools ranging from short-term fixed income to international equity
  • Tools and resources to effectively research, compare, and rebalance these investments

Investment options

Advisor Investments available
  • ASSET ALLOCATION POOLS
  • SINGLE ASSET CLASS POOLS
  • ASSET ALLOCATION POOLS

    • Conservative Pool Tooltip
      (ONCFX)
  • Index Pools
  • SINGLE ASSET CLASS POOLS

    Actively Managed Pools
    • Short-Term Income Pool Tooltip
      (PSHIX)
  • Money Market Pool 
    Money Market
    (SNVXX)
  • ASSET ALLOCATION POOLS

    • Balanced Pool Tooltip
      (JABAX)
    • Inflation Protected Bond Pool Tooltip
      (SWRSX)
  • SINGLE ASSET CLASS POOLS

    • Socially Responsible Fixed Income Pool Tooltip
      (TSBIX)
  • ASSET ALLOCATION POOLS

    • Socially Responsible Balanced Pool Tooltip
      (PAXIX)
    • Total Market Equity Index Pool Tooltip
      (SWTSX)
  • SINGLE ASSET CLASS POOLS

    • Income Pool Tooltip
      (MWTIX)
  • ASSET ALLOCATION POOLS

    • Growth Pool Tooltip
      (TRSGX)
  • SINGLE ASSET CLASS POOLS

    • Large-Cap Equity Managed Pool Tooltip
      (PRBLX)
  • ASSET ALLOCATION POOLS

    • International Equity Index Pool Tooltip
      (SWISX)
  • SINGLE ASSET CLASS POOLS

    • International Equity Managed Pool Tooltip
      (HAOYX)
  • ASSET ALLOCATION POOLS

    Irrevocable minimum initial contribution: $5,000
  • SINGLE ASSET CLASS POOLS

✶For those interested in socially responsible investing (SRI), we offer three pools with SRI mandates.



Professionally managed account offer

For accounts with balances of $250,000 or more, you can provide customized financial guidance and investment management and assess an advisory fee (not to exceed 1% of account assets per year) for your professional services. This added flexibility allows you to more closely integrate your clients’ charitable giving strategies into their overall wealth management plans.

  • Publicly traded securities

    You may leverage the full depth and breadth of Schwab’s open-architecture platform (subject to Schwab Charitable investment policies and oversight), including:

    • Stocks, bonds, and CDs
    • Mutual funds, ETFs, and notes
    • Socially responsible investments 
  • Alternative investments

    For larger accounts, you can recommend separately managed accounts and alternative investments, subject to review and approval by Schwab Charitable, including:

    • Hedge funds
    • Private equity funds
    • Venture funds
    • Socially responsible investments
Disclosure

The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc., a subsidiary of The Charles Schwab Corporation.

Professionally managed accounts are available only through independent investment advisors with Schwab Advisor Services™, a business segment of The Charles Schwab Corporation serving independent investment advisors and includes the custody, trading, and support services of Charles Schwab & Co., Inc. While donors may recommend an advisor, Schwab Charitable must approve the recommendation. Advisors must meet certain eligibility requirements and adhere to Schwab Charitable fee and investment guidelines. You may request a copy of the investment guidelines by calling us at 800-746-6216.

This information is not intended to be a substitute for specific individualized tax, legal, or investment planning advice. Where specific advice is necessary or appropriate, Schwab Charitable recommends consultation with a qualified tax advisor, Certified Public Accountant, financial planner, or investment advisor.

©2020 Schwab Charitable Fund. All rights reserved. REF (1020-0CU7)

(1020-0CU7)