Windhaven Investment Management, Inc.

Srinivas Dodla 

on Google

3 months ago

Extremely disappointed with the services of this company. With the wrong advise of one of their executive I lost 700$ USD. Initially it was told that they are the only company who will provide loss compensation later changed their words that only membership holders are eligible. My honest suggestion is not to go with this company. 

SRO Properties 

on Google

4 years ago

My experience with Schwab recommending Windhaven to provide a low risk investment was a joke (on me). The local branch referred me to a highly intelligent expert on the phone who informed me that his group of advisers were highly trained PhD's, economics professionals. It took these guys over 10 days/multiple communications to answer a question: WHAT DID I EARN FROM WINDHAVEN AND WHAT DID SCHWAB CHARGE IN FEES? As they say, if an expert can't take a concept and distill it down to answer a question.....THEY DON'T UNDERSTAND. ... read more

Brian K 

on Google

5 years ago

Good firm, smart people. 

Karen Champ 

on Google

9 years ago

Windhaven invested me in ETFs in China in June. What were they thinking. I put my money there for protection and I have lost so so much money. While I see some of the losses coming back on the market today -- my Windhaven investments are still in the RED. I don't know how to get out but I wish I had never gotten in. They have not taken care of my investments.