There's a right way to invest.
Our portfolios follow a disciplined approach, are designed by some of the best in the industry, and based on academic research principals.
- Avoid significant and unnecessary losses with proper diversification.
- Time in the market adds returns, timing the market creates losses.
- Minimize expenses and taxes that drag on returns.
- Ignore the short-term noise and focus on progress toward the goal.
- Rebalance the portfolio regularly.
- Match the investment with the goal.
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Institutional Intelligent Portfolios® is a trademark of Charles Schwab & Co., Inc., used under license.