At Charles Schwab Investment Management, we believe in a straightforward approach to asset management. That’s why we offer a focused lineup of core products and solutions for building the foundation of a portfolio. As one of the industry’s largest and most experienced asset managers, we put client needs first and are committed to lowering costs and reducing unnecessary complexity on behalf of all investors and the financial professionals who serve them. As of June 30, 2020, Charles Schwab Investment Management, Inc. managed approximately $524.7 billion on a discretionary basis and approximately $16.1 billion on a non-discretionary basis. CSIM provides non-discretionary advisory services to the Schwab Trust Bank Collective Investment Trusts, including research and recommendations relating to asset allocation, portfolio construction, cash-flow monitoring and advisor selection and retention. Some trusts include multiple unit classes.
Jonathan de St. Paer
President of Charles Schwab Investment Management
Fixed Income ETF Launch
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