Schwab Institutional Service

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General Info: Schwab Institutional is one of the leading providers of custodial, operational and trading support solutions for independent investment advisors. Founded in 1987, the company serves more than 5,000 independent advisor firms. It offers assistance with the planning and development of marketing and communication strategies. Schwab Institutional assists to prepare business cards and sales materials. In addition, the company provides support services to develop compliance policies and procedures. It implements technology and back-office solutions. Schwab Institutional also assists with the purchase of hardware, software and phones. The company interviews and hires staff and designs employee compensation plans. It is a division of Charles Schwab & Company.
Extra Phones: Fax: (415) 627-8538
Other Link: http://schwab.com
Category: Investment Advisory Service