Disclosure statement
These materials have been independently produced by Sustainvest Asset Management. Sustainvest Asset Management is independent of, and has no affiliation with, Schwab Wealth Investment Advisory Inc. (SWIA), Charles Schwab and 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 Portfolios® is an automated investment management solution for independent advisors sponsored by SWIA and available exclusively through independent investment advisory firms like Sustainvest Asset Management. Sustainvest Asset Management (not Schwab) is responsible for advising you on the 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 Charles Schwab and Co. Institutional Intelligent Portfolios® is a trademark of Charles Schwab and Co., Inc.

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