Schwab Model Portfolios Inside Riskalyze

If you have Riskalyze, you have the Partner Store, your one-stop collection of world-class models available right in your Riskalyze account. Tap into Schwab models and methodologies at no cost, drop them right into your account, and make them your own with just a few clicks.

Schwab


FEATURED IN THE AWARD-WINNING PARTNER STORE

Riskalyze’s Partner Store gives tens of thousands of advisors access to the industry’s best strategies and research, and it was named “Best Model Marketplace” at WealthManagement.com’s annual industry awards event.

GET ALERTS WHEN STRATEGIES ARE UPDATED

Whenever Schwab updates their models, you get real-time alerts. You can accept those changes, ignore them, or edit them to your heart’s content, and push those updates across your client accounts instantly.

REBRAND MODELS AND MAKE THEM YOUR OWN

Model subscriptions are designed to let your brand shine. Whether you’re directly following Schwab strategies or you’ve customized them entirely, you can rename any model in Riskalyze to reflect your business.

Schwab Model Portfolios:

Long-term portfolios built to help your clients reach their goals

Strategy
Designed to be straightforward, transparent and easy to understand. Schwab Model Portfolios are built using Charles Schwab Investment Management’s asset allocation framework, engineered with a deep understanding of investor behaviors.

Highlights
Low cost, well diversified portfolios that combine various investment products in a building block approach.

Advisors can choose from two different portfolios: Core ETF and Core Enhanced ETF. Both utilize a behavioral approach to investments. Select one that’s right for your clients based on their individual goals, circumstances, and behavioral biases.

Schwab Model Portfolios: Core ETF Series (Low cost, core allocation)

The core asset model portfolios are constructed with Schwab exchange-traded funds (ETFs), using traditional market cap-weighted equity, fixed income, and real assets, to create a diversified, low cost core model portfolio. The Core ETF model portfolios offer seven allocations utilizing varying levels of asset class exposures to fit a range of client risk appetites and likely investor behaviors.

Schwab Model Portfolios: Core Enhanced ETF Series (Enhanced risk/return potential)

The enhanced portfolios are constructed with Schwab exchange-traded funds (ETFs), incorporating strategic beta, style, and sub-asset classes as a complement to traditional cap-weighted index strategies. The Core Enhanced ETF model portfolios offer seven allocations utilizing varying levels of asset class exposures to fit a range of client risk appetites and likely investor behaviors.

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See Schwab Strategies Modeled in Riskalyze

© 2023 Riskalyze, Inc. All Rights Reserved. Riskalyze and Risk Number are trademarks of Riskalyze, Inc. Riskalyze, Inc. is not a registered investment advisor or broker-dealer, does not make investment recommendations, nor facilitate the purchase or sale of securities. Advisors, firms, their custodians and/or broker dealers, agents or administrative assistants using Riskalyze technology certify that they hold the proper licenses and registrations to transact with and/or render advice to their clients.

Schwab Disclaimer:
This information should not be relied upon as investment advice, research, or a recommendation by Schwab Asset Management regarding the use or suitability of the model

portfolio allocations. This information is intended for use only by third party financial advisors, with other information, as a resource to help build a portfolio or as an input in the development of investment advice for their own clients. Such financial advisors are responsible for making their own independent judgment as to how to use this information, and only clients and their advisors know enough about their financial circumstances to make investment decisions. Schwab Asset Management does not have investment discretion over or place trade orders for any portfolios or accounts derived from this information. There is no guarantee that any investment strategy illustrated will be successful or achieve any particular level of results.

Diversification and asset allocation strategies do not ensure a profit and cannot protect against losses in a declining market.

There can be no assurance that the Fundamental Index methodologies will achieve their desired outcomes. Each investing strategy brings with it its own set of unique risks and benefits.

Fundamental Index® is a registered trademark of Research Affiliates LLC.

Schwab Asset Management™ is the dba name for Charles Schwab Investment Management, Inc. Schwab Asset Management is a subsidiary of The Charles Schwab Corporation.

Riskalyze is a separate and unaffiliated entity from Charles Schwab Investment Management, Inc.