Our mission is to champion our clients' goals by achieving attractive risk-adjusted returns1 over full market cycles while managing downside risks throughout. We attempt to position our strategies to benefit from a wide range of opportunities while addressing a variety of risks always present within the global capital markets.
Assets Under Management*
Strategies
Separately Managed Accounts*
Monitoring market cycles helps Windhaven navigate changing scenarios.
Each market tends to favor different asset classes. Windhaven dynamically navigates across those asset classes and adjusts allocations as opportunities arise or risks appear.
We offer three strategies that seek to achieve capital appreciation by investing in a wide variety of asset classes that may include U.S. and international equities, fixed income securities, real estate, currencies and commodities. Our strategies are dynamically managed, striving to take advantage of global capital market opportunities while focusing on downside risk management by changing allocations in response to the firm’s view and market conditions.
Diversified Conservative
Seeks capital appreciation over full market cycles with a conservative level of risk while generally maintaining global diversification.
Diversified Growth
Seeks capital appreciation over full market cycles with a moderate level of risk while generally maintaining broad global diversification.
Diversified Aggressive
Seeks capital appreciation over full market cycles with a moderately aggressive level of risk, while generally maintaining broad global diversification.
*Hard assets are physical assets.