Schwab Introduces Alternative Investments Platform for Eligible Retail Investors |

0
Schwab Introduces Alternative Investments Platform for Eligible Retail Investors |

WESTLAKE, Texas–(BUSINESS WIRE)–Apr 10, 2025–

Charles Schwab today announced that Schwab Alternative Investments Select, its new alternative investments platform, is now available to all eligible retail clients with more than $5 million in household assets at Schwab.


This page requires Javascript.

Javascript is required for you to be able to read premium content. Please enable it in your browser settings.

kAm%96 ?6H @776C 6IA2?5D @? $49H23โ€™D 4@>AC696?D:G6 H62=E9 >2?286>6?E 42A23:=:E:6D E92E D6CG6 9:89 ?6E H@CE9 Ww}(X 2?5 F=EC2\9:89 ?6E H@CE9 W&w}(X 4=:6?ED H9@ 2C6 :?4C62D:?8=J D66<:?8 E@ DFAA=6>6?E E96:C :?G6DE>6?ED H:E9 ?@?\EC25:E:@?2= 2AAC@2496D 2?5 2446DD E@ AC:G2E6 >2C<6ED E@ >66E E96:C A@CE7@=:@ 8@2=D] %96 @776C H2D :?:E:2==J C@==65 @FE E@ 2 D>2==6C 8C@FA @7 4=:6?ED 368:??:?8 ๐Ÿ˜• ~4E@36C a_ac 2?5 ๐Ÿ˜€ ?@H 2G2:=23=6 E@ 2== 6=:8:3=6 $49H23 C6E2:= 4=:6?ED[ :?4=F5:?8 E9@D6 6?C@==65 ๐Ÿ˜• $49H23 (62=E9 p5G:D@CJโ„ข[ $49H23โ€™D AC6>:6C H62=E9 >2?286>6?E @776C]k^Am

kAmโ€œpD @FC =2C86 2?5 8C@H:?8 w}( 2?5 &w}( 4=:6?E 32D6 4@?E:?F6D E@ EFC? E@ $49H23 E@ >66E 2 3C@25 2CC2J @7 H62=E9[ 25G:46 2?5 :?G6DE:?8 ?665D[ H6 2C6 4@>>:EE65 E@ 4@?E:?F:?8 E@ 6IA2?5 @FC 42A23:=:E:6D E@ D6CG6 E96:C 6G@=G:?8 ?665D 2?5 AC676C6?46D[โ€ D2:5 k2 9C67lQ9EEADi^^4ED]3FD:?6DDH:C6]4@>^4E^r%n:5lD>2CE=:?AjFC=l9EEADTbpTauTauHHH]23@FED49H23]4@>Tau?66D92\92E9:U2>Aj6D966EldcabebcgU2>Aj?6HD:E6>:5la_ad_c`_df`acgU2>Aj=2?l6?\&$U2>Aj2?49@Cl}66D92Zw2E9:U2>Aj:?56Il`U2>Aj>5dl5e_2ccdcg725dhfdg72e_bbe43f4`e6_Q C6=lQ?@7@==@HQ D92A6lQC64EQm}66D92 w2E9:k^2m[ w625 @7 $49H23 (62=E9 U2>Aj p5G:46 $@=FE:@?D 2E r92C=6D $49H23] โ€œ(:E9 E96 =2F?49 @7 $49H23 p=E6C?2E:G6 x?G6DE>6?ED $6=64E[ H6โ€™C6 6I4:E65 E@ ?@H @776C 6=:8:3=6 C6E2:= 4=:6?ED 2446DD E@ 2 8C@H:?8 2=E6C?2E:G6 :?G6DE>6?ED A=2E7@C>[ 2=@?8 H:E9 E96 DA64:2=:K65 6IA6CE:D6[ D6CG:46 2?5 DFAA@CE H6 @H E96J 566A=J G2=F6]โ€k^Am

kAm%96 ?6H @776C 4@>6D 2D 56>2?5 7@C 2=E6C?2E:G6 :?G6DE>6?ED 4@?E:?F6D] p C646?E DFCG6J ` @7 $49H23โ€™D w}( 4=:6?ED D9@HD E92E >@C6 E92? 92=7 6IA64E E@ 92G6 2E =62DE dT @7 E96:C A@CE7@=:@ 2==@42E65 E@ 2=E6C?2E:G6 :?G6DE>6?ED @G6C E96 ?6IE E9C66 J62CD]k^Am

kAm%96 @776C :?4=F56D 2 4FC2E65 D96=7 @7 E9:C5\A2CEJ 2=E6C?2E:G6 :?G6DE>6?E 7F?5D 24C@DD D6=64E 2DD6E 4=2DD6D :?4=F5:?8 AC:G2E6 6BF:EJ[ 96586 7F?5D[ AC:G2E6 4C65:E 2?5 AC:G2E6 C62= 6DE2E6] %96 7F?5D F?56C8@ E9@C@F89 @?8@:?8 5F6 5:=:86?46 C6G:6HD] pD $49H23 4@?E:?F6D E@ 6IA2?5 E96 A=2E7@C>[ E96 7:C> H:== 255 255:E:@?2= 2DD6E 4=2DD6D[ :?4=F5:?8 6I492?86 7F?5D[ 2?5 3C@256? E96 >6?F @7 7F?5D ๐Ÿ˜• 6249 42E68@CJ]k^Am

kAm%96 @776C ๐Ÿ˜€ DFAA@CE65 3J :r2A:E2=โ€™D :?5FDECJ =625:?8 E649?@=@8J[ H9:49 H:== 5:8:E:K6 2?5 DEC62>=:?6 E96 6?C@==>6?E 2?5 :?G6DE>6?E 6IA6C:6?46 7@C 4=:6?ED]k^Am

kAmr=:6?ED H9@ :?G6DE E9C@F89 $49H23 p=E6C?2E:G6 x?G6DE>6?ED $6=64E H:== 2=D@ 92G6 2446DD E@ 2 565:42E65 2?5 6IA6C:6?465 E62> @7 $49H23 p=E6C?2E:G6 x?G6DE>6?E r@?DF=E2?ED[ H9@ H:== H@C< H:E9 4=:6?ED @? 2=E6C?2E:G6 :?G6DE>6?E C64@>>6?52E:@?D 7@C E96:C A@CE7@=:@D 2?5 AC@G:56 65F42E:@? 2?5 DA64:2=:K65 DFAA@CE] r=:6?ED H:== 2=D@ 4@?E:?F6 E@ H@C< H:E9 E96:C u:?2?4:2= r@?DF=E2?E[ (62=E9 r@?DF=E2?E @C (62=E9 p5G:D@C H9@ AC@G:56 8F:52?46 2?5 DFAA@CE 7@C E96:C 3C@256C :?G6DE>6?E A@CE7@=:@ 2?5 H62=E9 >2?286>6?E 8@2=D]k^Am

kAmk6>m%2:=@C65 $@=FE:@?D 2?5 tIA6C:6?46D 7@C w}( r=:6?EDk^6>mk^Am

kAmk2 9C67lQ9EEADi^^4ED]3FD:?6DDH:C6]4@>^4E^r%n:5lD>2CE=:?AjFC=l9EEADTbpTauTauHHH]D49H23]4@>Tau2=E6C?2E:G6\:?G6DE>6?EDU2>Aj6D966EldcabebcgU2>Aj?6HD:E6>:5la_ad_c`_df`acgU2>Aj=2?l6?\&$U2>Aj2?49@Cl$49H23Zp=E6C?2E:G6Zx?G6DE>6?EDZ$6=64EU2>Aj:?56IlaU2>Aj>5dl4`fa33fe3f`d_2fe24`7c5af_fcg`f65Q C6=lQ?@7@==@HQ D92A6lQC64EQm$49H23 p=E6C?2E:G6 x?G6DE>6?ED $6=64Ek^2m 6?92?46D E96 C2?86 @7 DA64:2=:K65 D6CG:46D 2?5 D@=FE:@?D 56D:8?65 E@ >66E E96 ?665D @7 $49H23โ€™D w}( 2?5 &w}( 4=:6?ED[ H9@ 2C6 2>@?8 E96 72DE6DE\8C@H:?8 4=:6?E D68>6?ED 2E $49H23[ C6AC6D6?E:?8 >@C6 E92? EH@\E9:C5D @7 E96 7:C>โ€™D E@E2= C6E2:= 4=:6?E 2DD6ED E@52J]k^Am

kAm%@ 56=:G6C @? 2 5:776C6?E:2E65 4=:6?E 6IA6C:6?46[ $49H23 2FE@>2E:42==J 6?C@==D C6E2:= w}( 4=:6?ED 2E $49H23 ๐Ÿ˜• 2 3C2?565 4=:6?E 6IA6C:6?46] #6E2:= 4=:6?ED H:E9 >@C6 E92? S` >:==:@? ๐Ÿ˜• 2DD6ED 2E $49H23 2C6 2FE@>2E:42==J 6?C@==65 ๐Ÿ˜• k2 9C67lQ9EEADi^^4ED]3FD:?6DDH:C6]4@>^4E^r%n:5lD>2CE=:?AjFC=l9EEADTbpTauTauHHH]D49H23]4@>TauH62=E9\>2?286>6?ETauAC:G2E6\4=:6?E\D6CG:46DU2>Aj6D966EldcabebcgU2>Aj?6HD:E6>:5la_ad_c`_df`acgU2>Aj=2?l6?\&$U2>Aj2?49@Cl$49H23Z!C:G2E6Zr=:6?EZ$6CG:46DU2>Aj:?56IlbU2>Aj>5dlhdb574hffc33df4gehdg74_2g6`f`h`4Q C6=lQ?@7@==@HQ D92A6lQC64EQm$49H23 !C:G2E6 r=:6?E $6CG:46Dk^2m[ 2?5 4=:6?ED H:E9 >@C6 E92? S`_ >:==:@? 2C6 6?C@==65 ๐Ÿ˜• k2 9C67lQ9EEADi^^4ED]3FD:?6DDH:C6]4@>^4E^r%n:5lD>2CE=:?AjFC=l9EEADTbpTauTauHHH]D49H23]4@>TauH62=E9\>2?286>6?ETauAC:G2E6\H62=E9\>2?286>6?E\D6CG:46DU2>Aj6D966EldcabebcgU2>Aj?6HD:E6>:5la_ad_c`_df`acgU2>Aj=2?l6?\&$U2>Aj2?49@Cl$49H23Z!C:G2E6Z(62=E9Z$6CG:46DU2>Aj:?56IlcU2>Aj>5dlg`hgfc567hd_3`f5e2c74_e5ee_f637_Q C6=lQ?@7@==@HQ D92A6lQC64EQm$49H23 !C:G2E6 (62=E9 $6CG:46Dk^2m] q@E9 AC@8C2>D 4@?D:DE @7 2 4@>A=:>6?E2CJ DF:E6 @7 36?67:ED AC@G:5:?8 565:42E65 2?5 6IA6C:6?465 D6CG:46[ AC:4:?8 25G2?E286D[ 2?5 @E96C C6H2C5D E@ >66E E96 F?:BF6 ?665D @7 E96D6 H62=E9J 4=:6?ED]k^Am

kAmu@C 277=F6?E 4=:6?ED D66<:?8 25G:D@CJ D6CG:46D[ $49H23 2=D@ @776CD 2 C2?86 @7 :?G6DE>6?E >2?286>6?E D@=FE:@?D E@ 96=A 4=:6?ED >66E 8@2=D C2?8:?8 7C@> DE625J :?4@>6 @C 5:G6CD:7:42E:@? E@ >@C6 4FDE@>:K65 :?G6DE:?8[ :?4=F5:?8 $49H23 (62=E9 p5G:D@CJโ„ข[ $49H23 !6CD@?2=:K65 x?56I:?8โ„ข[ 2?5 $49H23 p5G:D@C }6EH@C<ยฎ[ E96 C676CC2= ?6EH@C< D6CG:?8 :?G6DE@CD E9C@F89@FE E96 ?2E:@? H:E9 C676CC2=D E@ :?56A6?56?E #68:DE6C65 x?G6DE>6?E p5G:D@CD]k^Am

kAmโ€œ$49H23 D6CG6D >@C6 E92? 2 >:==:@? >F=E:>:==:@?2:C6 :?G6DE@CD[ C6AC6D6?E:?8 @G6C Sb EC:==:@? ๐Ÿ˜• 2DD6ED 2E $49H23[ 2?5 H6 2C6 AC@F5 E92E @FC 3C625E9 @7 AC@5F4ED 2?5 D6CG:46D >66E E96 DA64:7:4 ?665D @7 @FC H62=E9:6C 4=:6?ED[ H9:=6 H6 2=D@ 4@?E:?F6 E@ D6CG6 :?G6DE@CD 2E 2== 2DD6E =6G6=D 2?5 2E 6G6CJ DE286 @7 E96:C :?G6DE:?8 ;@FC?6J[โ€ D2:5 k2 9C67lQ9EEADi^^4ED]3FD:?6DDH:C6]4@>^4E^r%n:5lD>2CE=:?AjFC=l9EEADTbpTauTauHHH]23@FED49H23]4@>Tau;@?2E92?\4C2:8U2>Aj6D966EldcabebcgU2>Aj?6HD:E6>:5la_ad_c`_df`acgU2>Aj=2?l6?\&$U2>Aj2?49@Cly@?2E92?ZrC2:8U2>Aj:?56IldU2>Aj>5dl7257a4d7fa336__b2hh`fa`d6ae_4a33Q C6=lQ?@7@==@HQ D92A6lQC64EQmy@?2E92? rC2:8k^2m[ w625 @7 x?G6DE@C $6CG:46D 2E r92C=6D $49H23] โ€œ(6 C6>2:? 4@>>:EE65 E@ D66:?8 E9C@F89 2== @FC 4=:6?EDโ€™ 6J6D[ H:E9 2 4@?E:?F65 7@4FD @? 56=:G6C:?8 =@H 4@DED 2?5 8C62E G2=F6[ AC@5F4ED 2?5 6IA6C:6?46D E92E >2<6 :?G6DE:?8 62DJ 2?5 2446DD:3=6[ 2?5 6I46AE:@?2= 4=:6?E D6CG:46]โ€k^Am

kAmx? 255:E:@? E@ E96 =2F?49 @7 $49H23 p=E6C?2E:G6 x?G6DE>6?ED $6=64E 7@C 6=:8:3=6 C6E2:= 4=:6?ED[ $49H23 92D AC@G:565 D6CG:46D 2?5 DFAA@CE 7@C 2=E6C?2E:G6 :?G6DE>6?E D@=FE:@?D 7@C :?56A6?56?E 25G:D@C 4=:6?ED 7@C >2?J J62CD 2?5 4@?E:?F6D E@ :?G6DE ๐Ÿ˜• 6?92?4:?8 :ED 42A23:=:E:6D E@ DFAA@CE 25G:D@CDโ€™ FD6 @7 2=E6C?2E:G6 :?G6DE>6?ED] ~G6C bfT @7 25G:D@CD H9@ 4FDE@5J 2E $49H23 =6G6C286 @?6 @7 E96 7:C>VD 2=E6C?2E:G6 :?G6DE>6?ED A=2E7@C>D[ k2 9C67lQ9EEADi^^4ED]3FD:?6DDH:C6]4@>^4E^r%n:5lD>2CE=:?AjFC=l9EEADTbpTauTau25G:D@CD6CG:46D]D49H23]4@>TauD6CG:?8\J@FC\4=:6?EDTauAC@5F4EDTau2=E6C?2E:G6\:?G6DE>6?EDU2>Aj6D966EldcabebcgU2>Aj?6HD:E6>:5la_ad_c`_df`acgU2>Aj=2?l6?\&$U2>Aj2?49@Cl:?4=F5:?8Z$49H23Zp=E6C?2E:G6Zx?G6DE>6?EZ~?6$@FC46U2>Aj:?56IleU2>Aj>5dlg`6ff2`gae7f_e`afcf34d7_abeh_f`cQ C6=lQ?@7@==@HQ D92A6lQC64EQm:?4=F5:?8 $49H23 p=E6C?2E:G6 x?G6DE>6?E ~?6$@FC46k^2m[ E96 72DE6DE\8C@H:?8 A=2E7@C> 2>@?8 E96 7:C>โ€™D #xp 4=:6?ED] p E@E2= @7 Sdg 3:==:@? ๐Ÿ˜• 2=E6C?2E:G6 2DD6ED 2C6 4FDE@5:65 2E $49H23 3J 25G:D@CD]k^Am

kAmk6>mp3@FE r92C=6D $49H23k^6>mk^Am

kAmpE r92C=6D $49H23 H6 36=:6G6 ๐Ÿ˜• E96 A@H6C @7 :?G6DE:?8 E@ 96=A :?5:G:5F2=D 4C62E6 2 36EE6C E@>@CC@H] (6 92G6 2 9:DE@CJ @7 492==6?8:?8 E96 DE2EFD BF@ ๐Ÿ˜• @FC :?5FDECJ[ :??@G2E:?8 ๐Ÿ˜• H2JD E92E 36?67:E :?G6DE@CD 2?5 E96 25G:D@CD 2?5 6>A=@J6CD H9@ D6CG6 E96>[ 2?5 492>A:@?:?8 @FC 4=:6?EDโ€™ 8@2=D H:E9 A2DD:@? 2?5 :?E68C:EJ]k^Am

kAmu@==@H FD @? k2 9C67lQ9EEADi^^4ED]3FD:?6DDH:C6]4@>^4E^r%n:5lD>2CE=:?AjFC=l9EEADTbpTauTauI]4@>Taur92C=6D$49H23U2>Aj6D966EldcabebcgU2>Aj?6HD:E6>:5la_ad_c`_df`acgU2>Aj=2?l6?\&$U2>Aj2?49@Cl)U2>Aj:?56IlhU2>Aj>5dla45`5b6d662bc77b5fbgbc4bdc3fagd2Q C6=lQ?@7@==@HQ D92A6lQC64EQm)k^2m[ k2 9C67lQ9EEADi^^4ED]3FD:?6DDH:C6]4@>^4E^r%n:5lD>2CE=:?AjFC=l9EEADTbpTauTauHHH]72463@@<]4@>Taur92C=6D$49H23U2>Aj6D966EldcabebcgU2>Aj?6HD:E6>:5la_ad_c`_df`acgU2>Aj=2?l6?\&$U2>Aj2?49@Clu2463@@Aj:?56Il`_U2>Aj>5dl2h3f267agee4gecdacggfa2g3f_74c2bQ C6=lQ?@7@==@HQ D92A6lQC64EQmu2463@@^4E^r%n:5lD>2CE=:?AjFC=l9EEADTbpTauTauHHH]J@FEF36]4@>TauTc_r92C=6D$49H23U2>Aj6D966EldcabebcgU2>Aj?6HD:E6>:5la_ad_c`_df`acgU2>Aj=2?l6?\&$U2>Aj2?49@Cl*@F%F36U2>Aj:?56Il“U2>Aj>5dlc25dfb2747_ee77e6f45ca5hdhf`bbdeQ C6=lQ?@7@==@HQ D92A6lQC64EQm*@F%F36k^2m 2?5 k2 9C67lQ9EEADi^^4ED]3FD:?6DDH:C6]4@>^4E^r%n:5lD>2CE=:?AjFC=l9EEADTbpTauTauHHH]=:?<65:?]4@>Tau4@>A2?JTau492C=6D\D49H23TauU2>Aj6D966EldcabebcgU2>Aj?6HD:E6>:5la_ad_c`_df`acgU2>Aj=2?l6?\&$U2>Aj2?49@Cl{:?<65x?U2>Aj:?56Il`aU2>Aj>5dlc`de_5d7aefah5_344367`ffh_2__b7bQ C6=lQ?@7@==@HQ D92A6lQC64EQm{:?<65x?k^2m]k^Am

kAmk6>ms:D4=@DFC6Dk^6>mk^Am

kAm` p $FCG6J @7 `d_ w}( 4=:6?ED 2E r92C=6D $49H23 2?5 H2D 7:6=565 7C@> y2?F2CJ g\`f[ a_ad]k^Am


link

Leave a Reply

Your email address will not be published. Required fields are marked *