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.

Our clients

Boston Waterfront

Institutional Services

Windhaven 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 Institutional Services Group is charged with serving these clients, as well as working with our clients’ advisors, such as institutional investment consultants, Registered Investment Advisors, and broker-dealers.

Please contact us to learn more about Windhaven, and to determine whether our strategies might be appropriate for meeting your plan’s investment objectives.

Individual Clients

Individual Investors

Windhaven 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 us or your local Schwab branch to learn more about the Windhaven Strategies, and to determine whether our strategies might be appropriate for meeting your investment objectives.