Global Diversification. Tactical Positioning.
Seizing global opportunities while navigating uncertain markets
The goal of Windhaven® Strategies is to achieve attractive risk-adjusted returns over full market cycles while managing the risks that are always present in the global market.
Portfolio Management for the Windhaven Strategies is provided by Schwab Asset Management™
Investor insights: Keeping in touch
In an unpredictable world, transparency and communication are key.
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Quarterly QuadrantStay informed about quarterly market performance and the positions we took to adapt to changes.
Philosophy and approach
Monitoring market cycles helps the team managing Windhaven Strategies navigate changing scenarios.
Each market tends to favor different asset classes. Windhaven Strategies dynamically monitors those asset classes and adjusts allocations as opportunities arise or risks appear.
Philosophy & approach
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Active Global Diversification
With diversification, we open up more opportunities to reach our goal of less volatile, long-term, sustained performance.
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Unique Approach
Explore what makes our Global Tactical Asset Allocation strategies stand out from the rest.
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Risk Management
See how our long-term approach to mitigating risk works.
Our strategies
We offer three strategies that seek to achieve capital appreciation by investing in a wide variety of asset classes which may include U.S. and international equities, fixed income securities, real estate, and hard assets* (e.g. commodities and gold). Our three strategies are dynamically managed. They strive to take advantage of global capital market opportunities while focusing on risk management by changing allocations in response to the views of the Windhaven Strategies Portfolio Management Team and market conditions.
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Diversified Conservative
Seeks capital appreciation throughout full market cycles, with a conservative level of risk while generally maintaining global diversification.
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Diversified Growth
Seeks capital appreciation throughout full market cycles, with a moderate level of risk while generally maintaining broad global diversification.
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Diversified Aggressive
Seeks capital appreciation throughout full market cycles, with a moderately aggressive level of risk, while generally maintaining broad global diversification.
*Hard assets are physical assets.
The allocation of asset classes in the charts are representative and do not reflect actual allocations.
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Legend
Ready to see what Windhaven Strategies can do for you?
Let’s discuss your goals and how we can help you achieve them.