Schwab Expands Fixed Income Offering With Launch of 20 Wasmer Schroeder Strategies - Seite 2

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Disclosures

Schwab Asset Management Solutions (SAMS) is comprised of Charles Schwab Investment Management, Inc., Charles Schwab Investment Advisory, Inc. and the Charles Schwab & Co., Inc. business groups Asset Management Client Solutions and the Schwab Center for Financial Research.

As of July 1, 2020, the portfolio management teams for the Wasmer Schroeder Strategies transitioned to CSIM with CSIM assuming portfolio management services for the Strategies.

CSIM is a registered investment adviser and an affiliate of Charles Schwab & Co., Inc. (“Schwab”). Both CSIM and Schwab are separate entities and subsidiaries of The Charles Schwab Corporation.

Please refer to the Charles Schwab Investment Management, Inc. Wasmer Schroeder Strategies Disclosure Brochure for additional information. Wasmer Schroeder Strategies are available through Schwab's Managed Account Connection program ("Connection"). Please read Schwab's disclosure brochure for important information and disclosures relating to Connection and Schwab Managed Account Services^TM.

Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio. There are risks associated with any investment approach, and the Wasmer Schroeder Strategies have their own set of risks. The Wasmer Schroeder Strategies invests primarily in fixed income instruments and as such the strategies are subject to various risks including but not limited to interest rate risk, reinvestment risk, credit risk, default risk and event risk. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications and other factors.

Tax exempt bonds are not necessarily a suitable investment for all persons. Information related to a security's tax-exempt status (federal and in-state) is obtained from third-parties and CSIM does not guarantee its accuracy. Tax-exempt income may be subject to the Alternative Minimum Tax (AMT). Capital appreciation from bond funds and discounted bonds may be subject to state or local taxes. Capital gains are not exempt from federal income tax.

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