Profile: Charles Schwab

The Charles Schwab Corporation (Nasdaq: SCHW) has been a leader in financial services for more than three decades. Through advocacy and innovation, the company has worked to make investing more affordable, more accessible and more understandable to all.

Today, Schwab meets the needs of individual and institutional clients through three primary business segments:

• Investor Services provides retail brokerage and banking operations to millions of individuals.
• Advisor Services is the industry leader in providing custodial, trading and support services to independent investment advisors.
• Corporate and Retirement Services provides retirement plan services to employers and employees, as well as support services for plan administrators.

Chairman Charles Schwab

"All of us at Schwab come to work every day focused on our purpose: to help everyone be financially fit. That may seem like a simple statement, but it has a very powerful impact on how we do business, and on our potential for continued profitable growth."

"Like physical fitness, it's a lifelong quest. Fitness starts with a realistic plan. It grows with the personal discipline to take action over time. It improves through constant monitoring and occasional adjustment. Every step in the right direction brings better outcomes, plus the renewed strength and confidence that come with those results."

"We believe that everyone can be financially fit, at any age or income level. That's the purpose that drives us, and that's our vision for the future."

President & CEO Walt Bettinger

"Fulfilling our purpose — to help everyone be financially fit — starts with a more disciplined and efficient organization. That allows us to scale our products, services, and advice to serve a wider spectrum of clients, from the most affluent to those with only modest resources. Then, by serving more people in more relevant ways, we see enormous potential to grow our business, and to reinvest in our people and our communities."

"Our values ensure that we manage this firm ethically and responsibly as we continually strive to do the right thing for our clients, our stockholders, and our employees. That has been Chuck Schwab’s philosophy in creating the kind of company he’d want to do business with. It’s my privilege to lead an experienced and passionate team that has taken up that banner, as the advocate for savers and investors."