In today’s dynamic financial landscape, having a trusted partner by your side is crucial. It’s not merely about selecting the right investment advisor; it’s also about choosing the most robust custodian for your assets. By partnering with Charles Schwab & Co., Inc. (“Schwab”), INTI Wealth Management gains access to a broad range of products and support, helping every client achieve their financial aspirations.

Expertise Meets Experience

Your investment journey deserves both guidance and confidence. With over 30 years in the business, Schwab has been a pioneer for independent investment advisors. With Schwab, you’re not just securing a service; you’re aligning with an experienced ally.

Schwab By the Numbers

• Over 34 million active brokerage accounts with Charles Schwab & Co. Inc., representing a staggering $7.38 trillion in assets!

• More than 7,500 investment advisors place their trust in Schwab, making it their custodian institution of choice!

Diverse Investment Solutions

• Equities: Gain access to all major national and regional exchanges!

• Fixed Income: Delve into a vast array of over 80,000 individual securities from over 200 dealers!

• Mutual Funds: Explore a vibrant marketplace featuring over 15,000 mutual funds from more than 650 fund families. Additionally, 5,500 of these funds are offered with no loads and no transaction fees!

• ETFs: Benefit from comprehensive insights and resources with the Schwab ETF Select List® spanning 74 asset categories!

Innovation at Your Fingertips

Stay connected through industry-leading technology. From versatile mobile apps to an intuitive website, your account management is streamlined, precise, and secure.

Protection You Can Rely On

Safety isn’t merely a word; it’s a commitment. With Schwab, your assets receive:

• Securities Investor Protection Corporation (SIPC) coverage up to $500,000, with a cap of $250,000 for claims on uninvested cash balances!

• Additional «excess SIPC» protection, courtesy of the Underwriters at Lloyd’s of London, covering up to an aggregate of $600 million!

Privacy and Security

Your information is sacred. Schwab’s dedication ensures your personal details are never sold and are only shared under limited legal circumstances. With the Schwab Security Guarantee, enjoy peace of mind, knowing you’re shielded against any unauthorized activity.

A Long-Standing Commitment

For over three decades, Schwab has championed investment advisors such as INTI Wealth Management, empowering them to deliver unmatched experiences to their clients. With rigorous business standards, diverse revenue streams, and judicious expense management, Schwab emerges as a beacon of stability and assurance.

In conclusion, combining INTI Wealth Management’s investment advisory expertise with Schwab’s unparalleled custody services sets the stage for a beneficial partnership for OUR CLIENTS. It’s all about safeguarding your assets, enhancing your financial strategies, and envisioning a prosperous future.

Let’s connect HERE to delve deeper into the myriad benefits of this synergistic relationship tailored to your needs.