Overview

Windhaven Investment Management

Information by TrustFinance researcher

http://www.windhaveninvestments.com
Windhaven Investment Management, Inc. ("Windhaven") is an SEC-registered investment advisory firm* serving individuals, trusts, retirement plans, foundations and endowments. They broadly diversify investment portfolios across the global capital markets and regularly include exposure to U.S., international, and emerging market stocks and bonds, as well as commodities, gold, real estate and currencies. To guide investment decisions and help manage portfolio risk, they use Their proprietary Global Strategies Model.
Founded in
United States

United States


Industry

    Financial

  • BankingPRIMARY