Charles Schwab is a leading financial services company that offers various investment products to clients. In recent years, Schwab has expanded its alternative investment offerings to provide more choice to investors looking to diversify beyond traditional stocks and bonds. This article provides an overview of Schwab’s alternative investment options.
Private equity access through Schwab
Schwab provides clients access to private equity funds that are typically only available to institutional investors. This allows clients to gain exposure to private companies that are not publicly traded on stock exchanges. Schwab vets private equity funds and makes them available to clients who meet certain qualification requirements.
Real estate investment trusts
Schwab offers a wide range of real estate investment trusts (REITs) that provide exposure to various types of properties like apartments, hotels, offices, etc. REITs allow investors to access real estate markets without directly owning physical property.
Managed futures accounts
For qualified clients, Schwab provides access to managed futures accounts that invest in derivatives linked to commodities, currencies, interest rates and stock indices. These strategies can help diversify portfolios and manage risk.
In summary, Charles Schwab offers retail investors access to alternative investing options like private equity, REITs and managed futures accounts. This allows clients to diversify beyond just stocks and bonds.