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

THE SCHWAB DIFFERENCE

Supercharge Your Portfolio with Alternative Asset Class Investing.

The Schwab investment program offers an excellent opportunity to achieve 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 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 of risk capital, placing the highest priority on business ethics, preserving client capital, and maintaining 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

Sophisticated investors who can allocate risk capital towards an investment program in managed futures products may enjoy these significant benefits through their participation in our trading programs:

  • Our strategy of writing options on futures products 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.
  • We invest our client's assets in broad market indices, primarily the S&P 500 futures index, which tends to be less vulnerable to major market declines than narrowly focused investments such as individual stocks so our investors are usually better positioned to realize a profit or avoid a loss.

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 actually in our own best interest. This 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

 

Testimonial:

“I have a background in hedging and am second generation in futures. My account started with $25,000. After a couple of months, I was comfortable enough to add another $25,000. I wrote an investment guide called Profit and Peace of Mind. I have peace knowing Jim Schwab is trading my money and plan on adding more money at the end of 2008.”

                                                         

Marlee-Jo Jacobson/ Founder

www.safemoneymetrics.com

 

 

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.