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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

With approximately $8.0 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.

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