Strategy n. A plan of action or policy designed to achieve a major aim.

To indentify clear broader goals that advance the overall organization and organize resources.

Our team uses a proactive approach to risk management backed by a wealth of experience

At Windhaven, we are committed to a core set of values that cultivates an environment in which our employees can help deliver on our clients’ long-term financial goals.

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45+

Employees

from

3

Continents

and

8

Countries

fluent in

9

Spoken Languages

Clients

Windhaven provides investment management services to individuals, associated trusts, estates, charitable organizations, retirement plans, pension and profit sharing plans, foundations and endowments, banking institutions, pooled investment vehicles, state or municipal government entities and other corporations, business entities or investment advisors.

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History

Windhaven Investment Management (“Windhaven”), is a division of Charles Schwab Investment Advisory, Inc. (“CSIA") focusing on Global Tactical Asset Allocation “GTAA” investment strategies. CSIA is a registered investment adviser* and an affiliate of Charles Schwab & Co., Inc. (“Schwab”). Both CSIA and Schwab are separate entities of The Charles Schwab Corporation.

As of April 1, 2018, Windhaven Investment Management, Inc. was merged into CSIA. The Charles Schwab Corporation acquired the assets and intellectual property of Windward Investment Management, Inc. on November 10, 2010 and formed Windhaven Investment Management, Inc.

Windhaven manages three GTAA Strategies, Diversified Conservative, Diversified Growth, and Diversified Aggressive. More than 45 employees work on the Windhaven Strategies and most are located in our Boston office.

*Such registration in no way implies that the Securities and Exchange Commission approves or endorses CSIA, its strategies or any of its marketing materials.

Giving back to the community

At Windhaven, we believe that fostering a sense of community is essential to unleashing our employees’ potential. It is our privilege and responsibility to educate, volunteer and advocate on behalf of those in need. Through nonprofit partnerships, education, employee volunteerism and direct funding, we help build brighter futures for those in need.

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