Charles Schwab

Charles Schwab: Demystify the investment process

Charles Schwab: Demystify the investment process

The Charles Schwab name, with more than 40 years of assisting investors behind it, is a solid one. "The fact that Schwab is well known and is as financially stable as we are, brings a lot of comfort to our clients," said Randy Schechter, vice-president and manager of Schwab's La Jolla branch, one of its first in the San Diego community. But Schwab does not rest on reputation.

"We've always been a challenger as a company," Schechter said, "challenging the status quo with the goal of delivering investors a better experience."

How? "We're always on the lookout for being innovative — with our relationship building, with our technology, with our...