Our People and Approach
 
Investment Team & Strategy
What's different about Schwab Funds is our approach to money management:
We believe that success comes from discipline and strict adherence to a clearly defined process.
Clear and Focused Objectives
Each Schwab Fund targets a specific investment objective with a common mission - superior long-term performance at an unmatched combination of performance and value.
Depth of Management
Proficient at navigating through varying market cycles, Schwab Funds' portfolio management team has discipline, depth and experience. Some of the industry's top investment professionals are involved in managing Schwab Funds.
A Consistent Approach
Discipline is the cornerstone of the Schwab Funds' investment process. The portfolio management team's mission is to employ consistent investment methodologies that focus on the current market environment, historical analysis and time-tested strategies.
Attention to Risk
We focus on thoughtful diversification, assuming risk only to the degree that it is balanced by optimal return potential. Sophisticated technology is employed to evaluate risk and perform attribution analysis to refine our decision-making.
Investment Management Team
Jeff Mortimer, CFA
Senior VP and
Chief Investment Officer
Full Bio >
Greg Forsythe, CFA
Senior VP and Director of Schwab Equity Ratings®
Full Bio >
Robert Arnott
Founder and Chairman of Research Affiliates
Full Bio >
Investment Team and Strategy by Category

Contact Us

Call your Schwab Funds representative at 877-824-5615