As the industry’s leading custodian with over 25 years serving clients and advisors, Schwab provides a powerful automated investment management platform that qualified, registered investment advisors and brokers can combine with their wealth management expertise to offer clients compelling, dedicated service safely and consistently every day.
Schwab’s Institutional Intelligent Portfolios™ or IIP for short, ties into 7,100 registered advisors on the Schwab Institutional Platform used by RIAs.
The platform offers choice of over 450 ETFs across 28 asset classes and can handle all sign up, funding and disclosure documents online. The Institutional Intelligent Portfolios™ accepts Taxable, Joint, Living Trusts, Roth and Traditional IRA accounts.
Institutional Intelligent Portfolios™ provides compelling ETF portfolios that you can choose from over 900 ETFs across a variety of funds. For a full list, you can explore ETF funds here https://institutionalintelligent.schwab.com/public/file/P-7775117
With the IIP, you are in the driver’s seat and can build a suite of ETF portfolios according to your own investment philosophy.
When you are new to investing, it can be intimidating at times to figure out everything. However, when you work with Schwab’s Institutional Intelligent Portfolios™, you are working with one of the best investment companies in the world with over 25 years of experience. The Schwab Institutional Intelligent Portfolios™ platform offers you a consistent method of investing automatically while providing you a large variety of funds to choose from and financial advisors to work with.
Additional features of the platform include:
- • Automated rebalancing
- • tax-loss harvesting
- • client on boarding
- • reporting
- • integration with other systems
Schwab’s Institutional Intelligent Portfolios™ is competitively priced and does not charge account service fees, trading commissions or custody fees to clients (you and other customers).
Set up is Simple
You can start investing in your portfolios quickly, using a simple, online enrollment process. First you will answer a few questions to help determine their investor profile and complete the account opening process. You can review the recommended portfolio and make adjustments before you confirm and invest your dollars.
Schwab also has a specialized service team that supports advisors and their clients using the platform for additional support.