Windhaven Investment Management, Inc. Email Format

Investment ManagementMassachusetts, United States2-10 Employees

Windhaven Investment Management, Inc. is a Boston-based SEC-registered investment advisory firm that serves high net worth individuals, trusts, retirement plans, foundations, and endowments. The firm aims to diversify client portfolios across global capital markets, incorporating exposure to gold, commodities, and real estate alongside traditional investments in U.S. and non-U.S. stocks and bonds, guided by its proprietary Global Strategies Model to inform decisions and manage risk. Its stated mission focuses on achieving attractive long-term returns while preserving capital across varying global macroeconomic and geopolitical conditions. The company operates within the investment management industry and, while based on the 33rd floor in Boston, Massachusetts, positions itself as a diversified asset manager with a specialized approach to portfolio construction. A notable historical note is that Windhaven was acquired by Charles Schwab in 2010, and has been recognized in industry coverage as an ETF-oriented asset manager.

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