Impact Takeaway – 2015 - Bring IMPACT to your firm with conference

Charles Schwab & Co

Description

Third-party firms, speakers, panelists, sponsors, and exhibitors are not affiliated with or employed by Schwab. Any mention of thirdparty firms or individuals is not and should not be construed as a recommendation, endorsement, or sponsorship by Schwab. The views expressed by the third party are those of the individual and not of Schwab. Please note that this content was created as of the specific date indicated and reflects the author’s views as of that date. It will be kept solely for historical purposes, and the author’s opinions may change, without notice, in reaction to shifting economic, business, and other conditions. International investments are subject to additional risks such as currency fluctuation, geopolitical risk, and the potential for illiquid markets.

Investing in emerging markets may accentuate these risks. Diversification strategies do not ensure a profit and do not protect against losses in declining markets. Institutional Intelligent Portfolios™ is an ETF program made available through independent investment advisors that maintain a business relationship with Schwab Advisor Services™. The program is sponsored by Schwab Wealth Investment Advisory, Inc. (“SWIA”), a registered investment advisor. SWIA is an affiliate of Charles Schwab & Co., Inc.

(“CS&Co.” ) and a subsidiary of The Charles Schwab Corporation. Schwab Intelligent Integration (“SII”) is an integrated technology strategy. Solutions leveraging SII are offered by SPT and by participating providers in the Schwab OpenView Gateway. Participating providers in the Schwab OpenView Gateway are independent companies that are not affiliated with SIT or any of its affiliates.

They develop interfaces needed for integration of their applications and tools, which are then subject to validation and pilot before becoming generally available to advisors. Their participation in Schwab OpenView Gateway is not a recommendation or endorsement of, or referral to, the participant by SIT or any of its affiliates. Neither SIT nor any of its affiliates makes any representation or warranty about information furnished by any participating provider. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by them. RIA Talent Advantage™ supports advisors with tools, resources, and networking opportunities to attract, develop, and retain diverse talent to serve investors. Independent investment advisors are not owned by, affiliated with, or supervised by Schwab. © 2015 Charles Schwab & Co., Inc. (“Schwab”).

All rights reserved. Member SIPC. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab.

PER (1115-9T7U) ELC89188-00 (11/15) .