Windhaven® Strategies
Global Diversification. Tactical Positioning.
Seizing global opportunities while navigating changing markets
Windhaven Strategies’ mission is to manage globally diversified, multi-asset portfolios that adapt to changing markets. We allocate across stocks, bonds, and real assets to help smooth the ride for our clients and make it easier for them to stay invested as markets ebb and flow. Our process emphasizes research, data, risk management, and low costs so clients can rely on Windhaven Strategies as a core allocation within their broader financial plan.
Portfolio Management for the Windhaven Strategies is provided by Schwab Asset Management®.
Investment Philosophy and Process
Research
With Windhaven Strategies, proprietary research is the foundation of every investment decision. We study the interaction of economic growth, inflation, valuations, and investor behavior to understand current market conditions. Our research translates data into forward-looking views about risk and opportunity across asset classes and regions.
Portfolios
We build globally diversified portfolios across stocks, bonds, and real assets. Our disciplined process focuses on balancing risk and return potential using low cost, liquid ETFs to deliver precise asset class exposure.
Implementation
We implement portfolios with a disciplined trading process designed to minimize costs and turnover. Careful execution helps ensure that portfolio results reflect investment decisions.
Our Strategies
We offer three dynamically managed strategies for different risk tolerances. Each combines global diversification across stocks, bonds, and real assets and adapts to changing market conditions to help investors stay invested and aligned with their long-term goals.
Diversified Conservative
Designed for capital preservation and stability. Emphasizes high-quality bonds with a smaller allocation to equities to support modest growth while aiming to reduce drawdowns.
Diversified Growth
Balanced for long-term investors. Combines meaningful equity exposure with bonds and real assets to pursue growth while helping investors stay invested through market ups and downs.
Diversified Aggressive
Built for long time horizons and higher risk tolerance. Allocates primarily to global equities and real assets to maximize long-term growth potential while accepting higher short-term volatility.
Questions?
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