Global Diversification. Tactical Positioning.
Windhaven Investment Management, Inc. is a leading investment advisory firm and an affiliate of Charles Schwab & Co., Inc. Characterized by a proactive approach that seeks to capture growth in rising markets while attempting to reduce exposure to market declines over full market cycles, Windhaven® offers a range of diversified strategies available through Schwab.
For more information on Windhaven strategies visit windhaveninvestments.com
With $10.2 billion1 in assets under management, Windhaven offers:
- An investment approach based on extensive quantitative research and analysis
- A highly experienced team of investment professionals with diverse backgrounds in mathematics, engineering, academics, and entrepreneurship
- A client list that includes individual investors and trusts, retirement plans, foundations, and university endowments
Windhaven provides clients a unique approach to investment management, with globally diversified strategies that emphasize dynamic asset allocation and downside risk management. Learn more about Windhaven's philosophy.
Windhaven offers three distinct strategies that seek to achieve their investment objectives by investing in a wide variety of asset classes. Find out more about Windhaven's strategies.
From long views to step-by-step guides, let Windhaven's team of professionals help you stay at the forefront of modern investing. View Windhaven's investing perspectives.
Questions? We're ready to help.
Learn more about our modern approach to wealth management.
Talk to a Schwab Investment Professional to see if Windhaven is right for you.
1. As of 9/30/2016.
Please refer to Windhaven's ADV Part 2 for additional information.
Diversification strategies do not ensure a profit and do not protect against losses in declining markets.
Windhaven's risk-management process includes an effort to monitor and manage risk, but should not be confused with, and does not imply, low risk, or the ability to control risk.
Windhaven Diversified strategies are available through Schwab's Managed Account Connection® program. Please read Schwab's disclosure brochure for important information and disclosures relating to Schwab Managed Account Connection and Schwab Managed Account Services™.
Portfolio management is provided by Windhaven Investment Management, Inc. ("Windhaven"), a registered investment advisor. Windhaven and Charles Schwab & Co., Inc. are separate but affiliated companies and subsidiaries of The Charles Schwab Corporation.