Our clients.
We’re in the business of helping people, at both the institutional and individual investor levels.
Institutional Services
Windhaven Strategies is fortunate to work with a variety of institutional clients, including endowments and foundations, public and private pension funds, Taft-Hartley plans, and corporate plans. The Windhaven Strategies Institutional Services Team is charged with serving these clients, as well as working with clients’ advisors, such as institutional investment consultants, Registered Investment Advisors, and broker-dealers.
Please contact us to learn more about Windhaven Strategies, and to discuss whether our strategies might be appropriate for meeting your plan’s investment objectives.
Individual Investors
Windhaven Strategies has worked with individual investors for over a decade, managing both taxable and non-taxable accounts for high-net-worth individuals, families and trusts. Please contact your local Schwab branch to learn more about Windhaven Strategies, and discuss whether our strategies might be appropriate for meeting your investment objectives.
Compass
n. An instrument containing a magnetized pointer that shows the direction of North and bearings from it.
v. To achieve, accomplish; obtain. To grasp, as with the mind.