About us.

Portfolio Management for the Windhaven Strategies is provided by Charles Schwab Investment Management, Inc., dba Schwab Asset Management™, a registered investment adviser and an affiliate of Charles Schwab & Co, Inc. (“Schwab”). Both Schwab Asset Management and Schwab are separate entities and subsidiaries of The Charles Schwab Corporation.

As of March 30, 2020, the Charles Schwab Investment Advisory, Inc. ("CSIA") portfolio management teams that managed the Windhaven Strategies were integrated into Schwab Asset Management from CSIA, with Schwab Asset Management assuming fiduciary responsibilities for the Windhaven Strategies. 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. which was merged into CSIA in April, 2018.

Windhaven Strategies consists of three strategies: Diversified Conservative, Diversified Growth, and Diversified Aggressive.

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Strategy

n. A plan of action or policy designed to achieve a major aim.
To identify clear broader goals that advance the overall organization and organize resources.

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Please refer to Charles Schwab Investment Management, Inc. Disclosure Brochure for additional information.

Diversification strategies do not ensure a profit and do not protect against losses in declining markets. Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio.

Windhaven Strategies are available through Schwab's Managed Account Connection® program ("Connection"). Please read Schwab's disclosure brochure for important information and disclosures relating to Connection and Schwab Managed Account Services.

About us.

Our history

Strategy