Wasmer Schroeder Strategies are about investor goals.

More options for meeting more objectives.

Our fixed income lineup provides investors with a range of options for diversifying and generating additional income. These strategies consist of actively managed taxable and tax-exempt separately managed accounts across the duration, credit, and liquidity spectrums. Wasmer Schroeder Strategies are part of a focused collection of products and solutions available from Schwab Asset Management.

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Please refer to the Charles Schwab Investment Management, Inc. Disclosure Brochure for additional information.

Portfolio Management for the Wasmer Schroeder Strategies is provided by Charles Schwab Investment Management, Inc., dba Schwab Asset Management, a registered investment adviser and an affiliate of Charles Schwab & Co., Inc. (“Schwab”). Both Schwab Asset Management and Schwab are separate entities and subsidiaries of The Charles Schwab Corporation. Diversification strategies do not ensure a profit and do not protect against losses in declining markets. Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio. There are risks associated with any investment approach, the Wasmer Schroeder Strategies have their own set of risks. The Wasmer Schroeder Strategies invests primarily in fixed income instruments and as such the strategies are subject to various risks including, but not limited to interest rate risk, reinvestment risk, credit risk, default risk, and event risk. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors.

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