2194 Twain Avenue
Carlsbad, CA 92008
Tel: (760) 809-2700; Fax: (760) 931-6126
Email: info@schwabcapital.com

THE SCHWAB CAPITAL DIFFERENCE

Supercharge Your Portfolio with Alternative Investing.

 

The SCA investment program offers an excellent opportunity for a well balanced portfolio, achieve returns greater than traditional asset classes, and should play a role in your investment portfolio.

 

Finally... An investment product to take advantage of today's dynamic market opportunities

Why Schwab Capital Advisors

Why Choose Schwab Capital Advisors

Welcome to Schwab Capital Advisors, LLC Strategic and Alternative Investments. If you are looking for an alternative to stocks, mutual funds, real estate, etc., consider an investment that gives you the potential to profit regardless of market direction. Of course, as with all investments, it is not without some degree of risk, so it must be considered as a part of your overall investment portfolio. We recommend roughly 5% to 15% of your net worth allocated to Managed Futures for diversification and to smooth out your net investment returns. Please continue reading to learn more about us, the investment program, and to determine whether an investment with us may be suitable for you.

 

As a registered Commodity Trading Advisor (CTA), we offer investments in a Managed Futures program to capture the investment return opportunities presented by today’s unique and dynamic market environment. Our mission is to provide sustainable positive investment returns, compared with the major stock indices, as a growth component complementing portfolios of investments including equities, real estate, debt instruments, etc. Our program is designed and implemented to potentially succeed in all market environments, whether up, down, or sideways trending.

 

What sets us apart is our prudent management, placing the highest priority on business ethics and client relationships. Investors who understand the associated risks and can view an investment with a perspective to allow their funds to maximize their growth potential with time can benefit.

 

Advantages of Schwab Capital Advisors

Investors who can allocate risk capital in our investment program may enjoy these significant benefits:

  • Our strategy has the ability to produce profits in any type of market climate, including down-trending, up-trending or sideways markets.
  • With a low correlation to individual stocks and mutual funds, our program allows an investor to diversify their investment portfolio, thereby reducing their risk exposure while realizing a smoother return stream for their overall portfolio.

Values of Schwab Capital Advisors

  • We believe strong relationships and businesses are built upon honesty, integrity, respect, openness, and mutual understanding.
  • We are committed to personal and professional excellence.
  • We strive for complete transparency.
  • We know that putting the clients’ interests first is essential to developing life-long and committed clientele.


Why Choose Schwab Capital Advisors

We have strived to provide you the most complete and detailed information as possible on our web site. But if you have any unanswered questions please don’t hesitate to call or email our offices at any time.

 

Consider adding our program to your overall portfolio mix.

 

Let us take you to where you want to be.

 

Sincerely,
James A. Schwab
CEO & Chief Investment Strategist

 

Important Notice:      Although we maintained a positive return for 2008, for reasons due to the recent volatility and to remain within our risk tolerances, an effort to adapt to the present market conditions was necessary. We have decided to temporarily halt trading activity and tweak our trading methodology.

As a result, we have developed a modified hedged system to reduce our down side risk yet still have the potential to earn 2% to 4% per month. It's an exciting way to be able to continue to achieve positive returns in a bear (or bull) market via a managed futures investment even during highly volatile times.

For those interested in the details, drop me a line at jschwab@schwabcapital.com. Otherwise, stay tuned to our web site for further information.

                                                                  

                                                      Sincere regards,

                                                                   James Schwab

 

Trading futures and options involves substantial risk of loss and is not suitable to all investors. Investors must read the current disclosure document before they invest.