Charles Schwab has launched the Windhaven Portfolios, three broadly diversified separately managed accounts based on the assets and intellectual property of Windward Investment Management that Schwab acquired in November 2010.
The portfolios invest in exchange-traded funds, combining the qualities of longer-term core holdings with a dynamic overlay to take advantage of economic and market events. The portfolios invest in highly diversified asset classes, including U.S., international and emerging market equities, real estate and currencies.
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