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Our Strategy

Charles Schwab Trust Bank takes a unique investment approach. We use industry-recognized sub-advisors1 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.