Partnering with Charles Schwab 
Schwab provides administration and related services for the Program. Charles Schwab Investment Advisory, Inc. (“CSIA”), an affiliate of Schwab, provides portfolio management services. Risk tolerance and investment objectives are measured through a questionnaire developed by Charles Schwab & Co, Inc. (“Schwab”) which is completed prior to account opening. To receive a copy of PRIME INTELLIGENT PORTFOLIO Program’s brochure and firm ADV, please email to Info@universalcapital.com.
