Schwab Institutional Services
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Schwab Institutional Services provides dedicated support for independent investment advisors, employers and third-party benefit plan administrators.
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Facts
| Headquarters |
San Francisco |
| History |
Established in 2008 to coordinate the services of two formerly separate enterprises, Schwab Institutional and Schwab Corporate & Retirement Services |
| Management |
James D. McCool, executive vice president |
| Clients |
Serving Registered Investment Advisors, employers, third-party plan administrators, and retirement plan participants |
Operations
Schwab Institutional Services includes two primary divisions:
- Advisor Services, which meets the needs of approximately 5,500 Registered Investment Advisors. These independent, fee-based investment advisors turn to Schwab for custodial, operational and trading support.
- Corporate & Retirement Services, which serves thousands of company plan sponsors. Employers and third-party benefit plan administrators rely on Schwab to support investing services through the workplace, including retirement plans for employers and employees, advice services and education.
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