Your account, Your money, Your control. Open an account at Schwab (either taxable or retirement), or request that we manage a Schwab equity account you’ve opened previously.
In addition to equity-only accounts, we can enable your account to purchase options on individual stocks (both put and call options). Option-enabled Accounts have the potential for dramatically increased returns
We will also be offering a limited number of hedge funds to Accredited and/or Qualified investors. These funds will generally execute similar strategies as our Private Accounts, but with significant benefits to clients.
Performance results have been excellent for both equity accounts and accounts with option overlays, and can be accessed HERE. Hedge funds are expected to have similar performance.