Research Approach
An Invaluable Combination - Schwab objectivity plus third-party perspectives

A Disciplined, Objective Approach to Research
Schwab believes fact-based research is a crucial part of any investment decision. We provide a disciplined, objective approach to research to help you build the right portfolio for your goals and risk tolerance. And because we're not focused on investment banking, we don't have the same conflicts of interest as some traditional brokerage firms. Our clients have access to a range of resources that embody the Schwab approach to research.

The Value of Multiple Perspectives
Providing access to multiple perspectives is an important part of our approach. Among the institutional-quality sources Schwab clients can tap are First Call and Standard & Poor's.

World-class Screening, Monitoring Tools, Alerts and More
To help clients find and monitor investments that fit their strategy, we offer:
  
Sophisticated stock and bond screeners to broaden your search and customise your selection criteria.
  
Portfolio performance monitoring

Objective Insights can Mean Better Decisions
Schwab approach to investing is based on applying a thorough knowledge of the market to your own situation. It's founded on objective research and supported by seasoned professionals with the tools and resources to help you make decisions that suit your strategy. Clients have full access to our objective proprietary research as well as commentary and analysis from our respected partners. Our clear, fact-based approach to evaluating stocks and other investments help give Schwab clients a sound basis for their investing decisions.