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.

Founded in

United States