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.
50+
Employees
from
4
Continents
and
9
Countries
fluent in
13
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.
History
Windhaven Investment Management, Inc. is an SEC-registered investment advisory firm* focusing on Global Tactical Asset Allocation (GTAA) investment strategies and is one of the largest holders of exchange traded funds (ETFs) with over $11 billion AUM (as of 12/31/2015).
* 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.