Chart n. Information in the form of a table or diagram.

A map of an area (such as the sky or ocean) used by pilots, sailors, etc.

v. To plan: to chart a course of action.

Investment Strategies

We offer three strategies that seek to achieve capital appreciation by investing in a wide variety of asset classes that may include U.S. and international equities, fixed income securities, real estate, currencies and commodities. Our three strategies are dynamically managed, striving to take advantage of global capital market opportunities while focusing on downside risk management by changing allocations in response to the firm’s views and market conditions.

Windhaven’s strategies stand out during periods of protracted drawdowns

  • Model driven approach incorporating maximum drawdown when determining allocations.
  • Focusing on on the long-term beyond daily/weekly fluctuations in an attempt to mitigate downside risk.
Diversified Conservative Diversified Conservative

Seeks capital appreciation over full market cycles with a conservative level of risk while generally maintaining global diversification.

Fact Sheet
Diversified Growth Diversified Growth

Seeks capital appreciation over full market cycles with a moderate level of risk while generally maintaining broad global diversification.

Fact Sheet
Diversified Aggressive Diversified Aggressive

Seeks capital appreciation over full market cycles with a moderately aggressive level of risk, while generally maintaining broad global diversification.

Fact Sheet
Pie Chart Legend