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An Untraditional Approach to Portfolio Management

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While no one can predict with certainty what’s coming next, there is a way to help plan for the unexpected—both the opportunities and the potential pitfalls.

A different kind of managed portfolio solution, Windhaven® offers clients a choice of three broadly diversified strategies consisting primarily of low-cost index exchange-traded funds (ETFs). Using a proactive approach, investment manager Windhaven dynamically adjusts portfolio allocations, striving to capture growth in rising markets while attempting to reduce exposure in declining ones.

The Schwab Accountability Guarantee™
At Schwab, we believe every investor deserves accountability. If for any reason you're not happy with Windhaven® Strategies, the Schwab Accountability Guarantee means we'll refund your program fee from the previous quarter and work with you to make things right.*
*See below for important information regarding The Schwab Accountability Guarantee.

Windhaven in the News

CNBC Interview - Steve Cucchiaro discusses gold and Japanese equities.


Global strategies.

Windhaven analyzes over 40 global asset classes and may provide exposure to a combination of U.S. and international stocks, bonds, real estate, commodities, and currencies. See the strategies.

Proactive risk management.

The Windhaven approach demands constant evaluation of economic conditions, broad diversification, and the ability to act quickly. The result is a collection of strategies that have gained attention for their innovative approach to diversification and risk management over the past ten years. View performance.

A respected portfolio manager.

A leading investment advisory firm with over $18 billion in assets under management,1 Windhaven uses an approach that is based on extensive research into the cause-and-effect relationships that drive the global capital markets.  Windhaven strategies are provided through Charles Schwab. Find out more about Windhaven.

Fees and minimums.

With management fees below 1%, you can invest in Windhaven for about the average cost of an actively managed mutual fund and get started with an initial investment of $100,000 or more. Learn more about fees and minimums.

 

Learn more about Windhaven today.

Talk to a Schwab Investment Professional to see if Windhaven is right for you.

Call 877-340-1714 or visit a local Schwab branch.


Past performance is not indicative of future returns, and the value of investments and the income derived from them can go down as well as up. Future returns are not guaranteed, and a loss of principal may occur.

Please refer to Windhaven's Form ADV Part 2 for more information.