Investment Philosophy

Charles Schwab established his company on the belief that when investors win, everyone wins. For more than 40 years, Charles Schwab & Co. Inc. has championed the needs of investors. Today, Charles Schwab Investment Management (CSIM) is an extension of that commitment. 

We believe in consistency, discipline, and focus. We believe in thinking long term, in balancing risk and gain, and in providing products that help investors achieve the future they want across changing market conditions. We believe that every portfolio deserves a solid foundation. It’s simple—we believe in putting the investor first.

Omar Aguilar

"We stay focused on building and managing products that can serve as part of the foundation of a diversified portfolio. That's what fits clients' needs, and I think it fits perfectly with the philosophy at Schwab."

Omar Aguilar
Chief Investment Officer, Equities and Multi-Asset Strategies
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Read the latest insights from Omar on the global equity markets.

"The client-centric nature of our business and how we operate is something I haven't seen in this industry."

Brett Wander
Chief Investment Officer, Fixed Income 
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Read the latest insights from Brett on the fixed income markets.

Brett Wander