One-on-one guidance and actionable research to achieve your investment goals

Achieving your goals takes careful planning, expert advice and a range of resources to stay on track. That’s what we offer every client.

Investment guidance for all Schwab clients

Whether you invest on your own, need an occasional sounding board or want us to oversee your investments for you, we can help.

Invest on your own with premium research and resources
Get ongoing advice from dedicated investment professionals

Accurate, high-quality research you can trust

All Schwab clients have access to professional-level research to help make investment decisions.

Our research approach features a combination of proprietary and third party resources and tools that are clear and actionable.
Schwab Equity Ratings™¹ is just one example of our high-quality, fact-based research that helps you uncover new opportunities.

1. Schwab Equity Ratings do not take into account your individual circumstances, financial situation or needs, nor do they represent a personalized recommendation of a particular stock to you. Stocks can be volatile and entail risk, and individual stocks may not be suitable for you.

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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.