Find the right investments to pursue your investing goals

Build a Portfolio That Helps You Achieve Your Goals

We offer personal assistance and the tools you need to select investments that best satisfy your unique needs. That's the Schwab difference-objective advice and guidance that's always in your best interest.

Stocks & Options
World Securities
Fixed Income
Offshore Mutual Funds (for non-U.S. persons, where permissible)
Margin Loans

The Key is to Create the Right Mix of Assets
Feel confident that you have the right mix of assets for your situation by taking advantage of powerful research resources at Schwab to help you analyze your current holdings, goals and risk tolerance and make smart investment decisions.

Schwab Equity Ratings™ - offers the advantage of objective research to help you make important investment decisions.
Fact-based, multi-faceted research and breaking business news - from institutional quality sources including Argus, First Call and Standard & Poor's.
Portfolio allocation planning tools - enable you to design and monitor your investment portfolio based on your time horizon and goals.

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Consult our investment professionals

Call +1-415-667-7870 (877-853-1802 in the U.S.), or email us to discuss your options.