Built on values.
Committed to the core.

Financial advisors

Provide your clients with the core building blocks for well-balanced portfolios.


Work with an asset manager that takes a disciplined, long-term approach to portfolio construction.

Individual investors

Discover how our investment products can contribute to the foundation of your portfolio.

Welcome to Charles Schwab Investment Management (CSIM)

Clear and focused objectives, a commitment to transparency, and a consistent approach to investing.