How does the Intelligent Portfolio of Charles Schwab work?

Asked 4 years ago

Do the experts at Charles Schwab choose everything that goes into my portfolio or do they ask for my input on what kind of stocks I'd like to invest in?

Intelligent portfolio Charles schwab Building investment portfolio

Andia Rispah Igobwa

Wednesday, August 04, 2021

Intelligent Portfolios are assigned to clients based on their answers to a questionnaire about risk tolerance. 
Schwab experts don't choose the specific investments in your portfolio, but they can make recommendations if you have questions about fund holdings and diversification. 
The newsletter is an excellent place for advice on investing tailored to your needs that reflects what's going on in the market right now.
The Intelligent Portfolio service provides you with professionally managed custom portfolios of ETFs and Index Mutual Funds available through Charles Schwab or one its affiliates, something we're confident will help you meet your investment goals.*