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Windhaven®
 

Global Diversification. Tactical Positioning.

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Windhaven Investment Management, Inc. is a leading investment advisory firm with over $8.5 billion in assets under management1. A different kind of managed portfolio solution, Windhaven®  offers clients a choice of three broadly diversified strategies consisting primarily of exchange-traded funds (ETFs). Using a proactive approach to global investment management, Windhaven dynamically adjusts asset allocations, striving to capture growth in rising markets while attempting to reduce exposure in declining ones.


Windhaven Approach | Proactive Risk Management 

Windhaven's investing approach is informed by economic research, analysis, and expertise. The strategies attempt to mitigate downside risk and volatility through global diversification. Over full market cycles, Windhaven seeks to capture a portion of growth in rising markets while also reducing exposure to market declines.

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Windhaven Strategies Offer: 

  • Global diversification including exposure to stocks, bonds, real estate, and commodities
  • Upside growth potential through rigorous analysis of investment opportunities
  • Downside risk management through strategic positioning across asset classes

Fees & Minimums

With program 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



Satisfaction Guarantee

At Schwab, we believe every investor deserves to work with a firm they can count on. Our commitment to your satisfaction is backed by a guarantee. If for any reason you're not happy with Windhaven Strategies, 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 Satisfaction Guarantee.
 

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.


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Thank you for your interest in Portfolio Management Services.

You can expect a response by email or phone within approximately 48 hours. If you’d like to speak with a Schwab investment professional immediately, please call us at 866-232-9890. We appreciate the opportunity to work with you to meet your goals.

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Past performance is no guarantee of future results; the value of investments and the income derived from them can go down as well as up. Future returns and the achievement of stated goals are not guaranteed, and a loss of principal may occur.

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