Disclaimer
These materials have been independently produced by Grant Private Wealth Management. Grant Private Wealth Management is independent of, and has no affiliation with, Schwab Performance Technologiesâ (“SPT”). Charles Schwab & Co., Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials, nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfoliosâ is an automated investment management service for independent advisors and available exclusively through independent investment advisory firms like Grant Private Wealth Management. Grant Private Wealth Management, not Schwab, is responsible for advising you on its program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.