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Windhaven Investment Management, Inc.

2.0

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Location details

1 International Pl, 33rd Floor, Boston, MA, 02110, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
2.04 reviews
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SRO Properties's profile image
SRO Properties 
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

Chimali Mazda's profile image
Chimali Mazda 
4 years ago
Brian K's profile image
Brian K 
5 years ago

Good firm, smart people. 

Karen Champ's profile image
Karen Champ 
8 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. 

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Frequently asked questions about Windhaven Investment Management, Inc.

How is Windhaven Investment Management, Inc. rated?

Windhaven Investment Management, Inc. has a 2 star rating with 4 reviews. 

When is Windhaven Investment Management, Inc. open?

Windhaven Investment Management, Inc. is closed now. It will open on Monday at 9:00 a.m. 

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