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Windhaven Strategies

Global diversification. Tactical positioning.

A proactive approach to global wealth management

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).

Ready to take your portfolio to the next level? Call 877-336-5375.

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Our approach

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.

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Our strategies

Windhaven Strategies offer a choice of three broadly diversified strategies consisting primarily of exchange-traded funds (ETFs). Each strategy offers:

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    Global diversification

    Including exposure to stocks, bonds, real estate, and hard assets.

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    Upside growth potential

    Through rigorous analysis of investment opportunities.

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    Downside risk management

    Through strategic positioning across asset classes.

Investment help when you need it.

  • Help from your Financial Consultant.

    If you already work with a Financial Consultant, contact them and they'll provide guidance on your overall financial picture as well as assistance with your Windhaven Strategies portfolio.

  • Help from an Investment Consultant.

    If you don't work with a dedicated Financial Consultant, you have access to the Portfolio Solutions Group, an experienced team of Investment Consultants who'll work with you to help you achieve your goals. They can discuss your financial needs, review your portfolio, and answer your specific investing questions.

    If you're a client and would like to speak with an Investment Consultant, call 877-316-6400.

Make solid investment decisions by reviewing important details.

  • Brokerage Account/IRA
  • Eligible ERISA Account
  •  Investment minimums
  • Brokerage Account/IRA
    • $100,000
  • Eligible ERISA Account
    • $25,000

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%

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.*
 

*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.

Questions? We're ready to help.