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

4

Continents

and

9

Countries

fluent in

12

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, Inc. ("Windhaven") is an SEC- registered investment advisory* firm focusing on Global Tactical Asset Allocation ("GTAA") investment strategies and is a wholly owned subsidiary of The Charles Schwab Corporation ("Schwab"). Windhaven was established by Schwab in November 2010 following Schwab's acquisition of the assets and intellectual property of Windward Investment Management, Inc. ("Windward"), a company registered with the SEC as an investment advisor in April 2000. Prior to that, it was known as Windward Capital, Inc. and was registered with the SEC as an investment advisor as of October 1994.

Windhaven manages three GTAA strategies, Diversified Conservative, Diversified Growth, and Diversified Aggressive. As of 3.31.2017, total firm assets under management is approximately $8.5 billion. The firm has more than 45 employees, most of whom are located in its Boston headquarters.

* Such registration in no way implies that the Securities and Exchange Commission approves or endorses Windhaven, 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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