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   Who manages the Windhaven strategies?

   • About us. Portfolio Management for the Windhaven Strategies is provided by Charles Schwab Investment Management, Inc., dba Schwab Asset Management™, a registered investment adviser and an affiliate of Charles Schwab & Co, Inc. (“Schwab”).

   About Us - Schwab Brokerage

   www.windhaveninvestments.com/about-us

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   What happened to Windhaven Investment Management?

   • The Charles Schwab Corporation acquired the assets and intellectual property of Windward Investment Management, Inc. on November 10, 2010 and formed Windhaven Investment Management, Inc. which was merged into CSIA in April, 2018.

   About Us - Schwab Brokerage

   www.windhaveninvestments.com/about-us

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   Who provides portfolio management for the Windhaven strategies?

   • Portfolio Management for the Windhaven Strategies is provided by Chartes Schwab Investment Management, Inc., dba Schwab Asset Management™, a registered investment adviser and an affiliate of Chartes Schwab & Co, Inc. ("Schwab"). Schwab Asset Management and Schwab are separate entities and subsidiaries of The Chartes Schwab Corporation

   Schwab Brokerage - Windhaven Home

   www.windhaveninvestments.com/

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   What is Schwab asset management?

   • Schwab Asset Management's investing approach is informed by economic research, analysis, and expertise. The strategies attempt to mitigate downside risk and volatility through global diversification. Over full market cycles, Windhaven Strategies seek to capture a portion of growth in rising markets while also reducing exposure to market declines.

   Windhaven - Global Investment Management | Charles Schwab

   www.schwab.com/windhaven

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2. www.schwab.com › windhavenWindhaven - Global Investment Management | Charles Schwab

   www.schwab.com › windhaven

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   Sophisticated portfolio management at a competitive price. With program fees below 1% and strategies constructed primarily of ETFs, Windhaven ® Strategies provides institutional-quality portfolio management and broad diversification for about the average cost of an actively managed mutual fund.

3. www.windhaveninvestments.comSchwab Brokerage - Windhaven Home

   www.windhaveninvestments.com

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   The goal of Windhaven® Strategies is to achieve attractive risk-adjusted returns over full market cycles while managing the risks that are always present in the global market. Portfolio Management for the Windhaven Strategies is provided by Schwab Asset Management™.

4. www.windhaveninvestments.com › about-usAbout Us - Schwab Brokerage

   www.windhaveninvestments.com › about-us

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   The Charles Schwab Corporation acquired the assets and intellectual property of Windward Investment Management, Inc. on November 10, 2010 and formed Windhaven Investment Management, Inc. which was merged into CSIA in April, 2018.

5. www.windhaveninvestments.com › strategiesStrategies - Schwab Brokerage

   www.windhaveninvestments.com › strategies

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   We offer three strategies consisting primarily of exchange-traded funds (ETFs) 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 and hard assets (e.g. commodities and gold).

6. www.windhaveninvestments.com › philosophyPhilosophy and Approach - Schwab Brokerage

   www.windhaveninvestments.com › philosophy

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   Our proprietary investment approach combines opportunistic shifts with longer-term, strategic investment themes by analyzing a wide range of economic and behavioral factors and allocating investments that align with the ebb and flow of changing economic and market cycles.

7. www.schwab.com › invest-with-us › wealth-managementWealth Management & Investment Services | Charles Schwab

   www.schwab.com › invest-with-us › wealth-management

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   Use Schwab's personal wealth management and investment services to help you manage your wealth, pursue your financial goals, and transfer your estate to future generations.