Charles Schwab Corporation

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Founded in1989, Charles Schwab Investment Management provides discretionary investment advisory services to managed account clients. The firm has more than $230 billion in assets. It also manages several mutual funds that use the Schwab Equity Ratings to guide security selection. In addition, Charles Schwab Investment Management handles risk by diversifying the industry mix of model portfolios. Its products include large cap growth and core and dividend and small cap equity managed accounts. The firm is registered with the U. S. Securities and Exchange Commission. Charles Schwab Investment Management is an affiliate of Charles Schwab & Company, which is a provider of investment guidance and portfolio planning services.