Forward-Looking Statements
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Forward-Looking Statements: In addition to historical information, this Annual Report to Stockholders contains “forward-looking statements” which are identified by words such as “believe,” “anticipate,” “expect,” “intend,” “plan,” “will,” “may,” “estimate,” “aim,” “target,” and other similar expressions. In addition, any statements that refer to expectations, projections, or other characterizations of future events or circumstances are forward-looking statements. These forward-looking statements, which reflect management’s beliefs, objectives, and expectations as of the date hereof, are necessarily estimates based on the best judgment of the company’s senior management. These statements relate to, among other things, the company’s ability to grow revenues, margins, earnings, and net new assets (see “Letter from the Chief Executive Officer” and “Letter from the Chief Financial Officer”); the impact on the company’s financial position and results of operations related to the pending sale of U.S. Trust, and the company’s ability to grow relationships with U.S. households (see “Letter from the Chief Executive Officer”); the company’s ability to grow client assets (see “Schwab Enterprises – Schwab Institutional” and “Letter from the Chief Financial Officer”); the company’s ability to return excess capital to its stockholders, and the company’s ability to grow new accounts (see “Letter from the Chief Financial Officer”). Achievement of the expressed beliefs, objectives, and expectations described in these statements is subject to certain risks and uncertainties that could cause actual results to differ materially from the expressed beliefs, objectives, and expectations. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date of this Annual Report to Stockholders. See “Forward-Looking Statements” in Management’s Discussion and Analysis of Financial Condition and Results of Operations on page 35 in the Form 10-K for a discussion of important factors that may cause such differences.
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