Charles Schwab Individual Investment Accounts

Our tested approach to retirement savings management utilizes financial tools to create a comprehensive plan based on your client’s income, investment growth, and retirement goals. We help you work efficiently with Plan Sponsors and Participants.

As a proud member of the Alliance Benefit Group, we provide local, individualized retirement services with the resources of a large, national organization. Our network of trusted partners aid in the development extensive and thorough retirement planning.

PCA Managed Portfolio Solutions Offers:

• Professional investment selection and asset allocation
• Low-cost ETF investment management
• Online investment advice tool supported by PCAIAS
• Automatic rebalancing
• Flexible distribution options
• Online reporting
• Automatic tax loss harvesting for accounts over $50,000
• $5,000 minimum investment
• All in costs below 0.65%
• Financial planning services available
• Rollover your old 401(k) Account
• Consolidate your IRA accounts
• Setup a taxable investment account
• Investment Options Tailored to Your Needs
• Access to High Quality Low Cost Investments
• Risk-based portfolios and rebalancing
• Help with adjustments as your needs change
• Help to rollover prior accounts and help with distributions from your new account

Investment Advisor's Role and Charles Schwab's Role

The Investment Advisor is solely responsible for advising the individual investor through this Service, including recommending a Portfolio based on the information the individual investor provides and managing the Portfolio on a discretionary basis.

The Investment Advisor engages the Platform Provider for access to software and support services that the Investment Advisor uses to offer the Service and manage the individual investor's Portfolio. The Investment Advisor and the Service are independent of, not affiliated with, or sponsored or endorsed either by the Custodian, Bank, or Platform Provider.

Open Your Institutional Intelligent Portfolios® Account

Advisor Program Key - Enter Program Code Y9ZL

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