How Managed Intelligent Portfolios Work:
Complete a short questionnaire to establish your goals, risk tolerance and timeline.
Get a diversified portfolio of ETFs and mutual funds chosen by a CFP®.
We monitor your portfolio daily and automatically rebalance it as needed.
We can help you invest for retirement, college, vacations, building long-term wealth or creating a sustainable income stream. Here's what you get with our Managed Intelligent Portfolios:
A Diversified Portfolio
Tailored to Your Needs
Based on your responses related to your goals, risk tolerance and timeline, we will provide a tailored portfolio of over 80 variations:
- 53 ETFs selected and monitored by Schwab professionals that span 20+ expanded asset classes
- 3 investment strategies: global, U.S. focused and income-focused
- 6 risk profiles ranging from conservative to aggressive growth
Our technology monitors and automatically rebalances your investments to help keep you diversified and on track.
If an investment declines in value, our automatic tax-loss harvesting can help you offset the taxes on investment gains.
A Range of Accounts
There are different account types to choose from, including brokerage, IRA, custodial and trust accounts.