What Is Charles Schwab Institutional?
Charles Schwab Institutional provides products, services, technology, and support for independent Registered Investment Advisors (RIAs).
Some of the products and services that are useful to run a firm successfully and efficiently are flexible technology, compliance resources and help with recruiting qualified staff as well as guidance with best practices for achieving growth.
The Schwab Institutional division provides extensive financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent Fee-based Investment Advisors.
Charles Schwab Institutional provides complete custodial, operational and trading support for independent, Fee-based Investment Advisors.
The Charles Schwab Corporation
The Charles Schwab Corporation (Nasdaq: SCHW) is a leading provider of financial services, with more than 300 offices and 7.3 million client brokerage accounts as of Q4 2008. This includes 1.3 million corporate retirement plan participants, 377,000 banking accounts, and $1.4 trillion in client assets.
Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors.
Charles Schwab & Co., Inc.
Its broker-dealer subsidiary, Charles Schwab & Co., Inc. and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds.
Charles Schwab Bank
The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products.