Charles Schwab 2006 Annual Report Download - page 12

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Please find page 12 of the 2006 Charles Schwab annual report below. You can navigate through the pages in the report by either clicking on the pages listed below, or by using the keyword search tool below to find specific information within the annual report.

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10
Becoming and staying financially fit are lifelong
commitments, and it’s natural to want to see
progress. We give investors and advisors the help
they need to monitor and gauge performance –
and to keep moving toward their goals.
For individual investors, a snapshot of progress
is always on hand with the Schwab Portfolio
Checkup®, an online tool that compares their
current portfolio to established goals for diversi-
fication and asset allocation. When a portfolio
is out of balance, the checkup tool offers
investment alternatives. The Schwab Quarterly
Portfolio Profile™ provides more in-depth market
performance statistics and ratings information
on all securities held in a Schwab account.
For independent advisors, achieving progress
requires different tools and support. That’s why
we introduced a suite of marketing, strategy,
and planning services that help advisors grow,
compete, and succeed.
FINANCIAL FITNESS
MEANS EXPERIENCING
PROGRESS
THAT KEEPS YOU GOING