Value proposition

Windhaven Investment Management is an SEC-registered investment advisory firm serving high net worth individuals, trusts, retirement plans, foundations and endowments. We broadly diversify investment portfolios across the global capital markets and regularly include exposure to gold, commodities and real estate, in addition to more traditional investments in US and non-US stocks and bonds. To guide investment decisions and manage portfolio risk, we use our proprietary Global Strategies Model.

Our mission is to help our clients achieve an attractive rate of return on their investments over the long term while preserving their capital under a wide variety of global macroeconomic and geopolitical conditions.