The role of technology strategy is not to select products from a menu of vendor options.

FORBES: Why You Cannot Rely on Vendors for Your IT Strategy

Weiss' investment strategy is to select blue-chip stocks with a long history of paying dividends and trading at the high end of their historical range of yields.

FORBES: Dividends Make A Comeback

The CEO spearheads the strategy, helps select the structure, helps hire the key people, had a big impact on the culture, etc.

FORBES: The Fallacy of 'The Seven Habits of Spectacularly Unsuccessful Executives'

Select a time, preferably once a month but no less than once a quarter, to review your strategy.

FORBES: Strategy Ain't What it Used to Be

Then in 1993 it dipped its toe in the water with a "Mutual Fund Select List, " a compilation of 75 funds Schwab recommended based on their risk, expenses and sector strategy.

FORBES: Charles Schwab, Version 4.0