Global diversification. Tactical positioning.
Windhaven® Strategies offer clients a choice of three broadly diversified strategies consisting primarily of exchange-traded funds (ETFs). Using a proactive approach to global investment management, the Windhaven Strategies portfolio management team dynamically adjusts asset allocations, striving to capture growth in rising markets while attempting to reduce exposure in declining ones.
Windhaven Strategies are managed by Charles Schwab Investment Management, Inc. (CSIM).
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CSIM'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 Strategies seek to capture a portion of growth in rising markets while also reducing exposure to market declines.
Windhaven Strategies offer a choice of three broadly diversified strategies consisting primarily of exchange-traded funds (ETFs). Each strategy offers:
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- Brokerage Account/IRA
- Eligible ERISA Account
Investment minimums>Brokerage Account/IRA
Eligible ERISA Account
Sophisticated portfolio management at a competitive price
With program fees below 1% and strategies constructed primarily of ETFs, Windhaven® Strategies provides institutional-quality portfolio management and broad diversification for about the average cost of an actively managed mutual fund.
- Annual program fee (% of daily eligible assets)1
Annual program fee (% of daily eligible assets)1• First $500,000: 0.95%>• Next $500,000: 0.90%• Next $1,000,000: 0.80%• Over $2,000,000: 0.70%
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.*
*Refund requests must be received within 90 days of the date the fee was charged. Go to schwab.com/satisfaction to learn what's included and how it works.
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