Tailored, low-cost funds
Increasing your plan's potential for improved returns is a key to its success.

Our investment services provide access to a broad array of investment choices, including:

• A range of institutional mutual funds and collective trust funds from leading management companies such as PIMCO, Barclays Global Investors and Goldman Sachs
• Schwab's own institutional trust funds

Investment management
We provide a suite of investment management tools to facilitate investment decisions that may help save you time and potentially reduce costs.

Investment consulting
You select the level of investment consulting you need. Whether through Schwab support of your current consultant or through referral to an independent consultant, we can provide the resources to help you fulfill your key investing responsibilities.