Our Strategy
Charles Schwab Trust Bank takes a unique investment approach. We use industry-recognized sub-advisors to provide institutional investment options designed for qualified retirement plans.
We’ve developed a variety of collective investment trust products based on the needs of our clients, including target date funds, equity (domestic and international) and fixed income trusts.
STRUCTURE & BENEFITS
See how plan sponsors and their participants can benefit from the distinctive structure of collective investment trusts (CITs).
SUB-ADVISORS
We have built relationships with industry-recognized investment firms that provide sub-advisory services.
CONSULTANT REPORTING PACKAGES
Report packages available quarterly for consultants to use for their client reviews of the SMRT and SIRT.