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Global Diversification. Tactical Positioning.

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Windhaven Investment Management, ("Windhaven") a division of Charles Schwab Investment Advisory, Inc. offers three globally diversified strategies. 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.

For more information on Windhaven Strategies visit

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, finance, 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.

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

Please refer to the Windhaven Strategies Disclosure Brochure for additional information.