Wasmer Schroeder™ Strategies
Help meet your clients' goals with more fixed income options
Wasmer Schroeder™ Strategies are designed for investors who are looking for new ways to increase their returns in today’s low-interest-rate environment. With portfolios managed by Charles Schwab Investment Management, Inc. (CSIM), Wasmer Schroeder Strategies offer your clients a range of fixed income separately managed accounts across the duration, credit, and liquidity spectrums. These strategies consist of actively managed taxable and tax-exempt options.
Benefits for your clients
Talented team
A dedicated team of experienced credit research professionals and portfolio managers works to uncover opportunities that can deliver results for investors.
Smart technology
Cutting-edge credit research and thoughtful analysis using innovative technology make it possible for investment teams to identify and exploit inefficiencies and verify high-quality issuers on investors’ behalf.
Personalization
The portfolios can be tailored in some states, with taxable and tax-exempt bonds at a range of maturity levels.
Wasmer Schroeder taxable actively managed strategies:
| Account Minimum* | Fixed Income Style | |
| Wasmer Schroeder Short Duration Bond | $500,000 | Short-Term Bond |
| Wasmer Schroeder Intermediate Bond | $500,000 | Intermediate Core |
| Wasmer Schroeder Core Investment Grade Credit | $500,000 | Core Bond |
| Wasmer Schroeder Positive Impact Intermediate Bond | $500,000 | Positive Impact Taxable Bond |
Wasmer Schroeder tax-exempt actively managed strategies:
These are generally for investors who fall into a higher tax bracket and are looking to generate steady income.
| Account Minimum* | Fixed Income Style | |
| Wasmer Schroeder Short Tax Exempt | $500,000 | Short-term Municipals |
| Wasmer Schroeder Intermediate Tax Exempt | $500,000 | Intermediate-Term Municipals |
| Wasmer Schroeder Strategic Tax Exempt | $500,000 | Long-Term Municipals |
| Wasmer Schroeder Intermediate Tax Exempt Credit | $1,000,000 | High Yield Intermediate Term Municipals |
| Wasmer Schroeder Positive Impact Tax Exempt | $500,000 | Positive Impact Intermediate Municipal |
Questions?
Find your regional representative who can help get you answers.