Company Information

Get to know Windhaven Investment Management

Founded in 2005 and acquired by Charles Schwab in 2010, Windhaven Investment Management was a registered investment adviser known for its dynamic asset allocation strategies. The firm's core mission was to manage risk and deliver long-term returns by actively investing in a diversified global portfolio of ETFs across various asset classes. However, following a period of significant underperformance and client asset outflows, Charles Schwab announced the closure of the Windhaven unit in late 2017, with operations officially ceasing in early 2018.

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Financial Wealth ManagementPRIMARY
Financial Banking

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Windhaven Investment Management

United States

Founded in

1994 (32 Years)

Founded

Last online: No recent activity

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

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DFSA

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.