Charles Schwab has launched three new money management solutions for its retail clients. The Windhaven Portfolios are part of Schwab’s effort to offer a full-range of institutional-quality portfolio solutions to individual investors seeking diversification.
The Windhaven Portfolios, which primarily invest in ETFs, combine longer-term core holdings with a dynamic overlay to take advantage of economic and market events. The portfolios comprise diversified asset classes, including U.S., international and emerging market equities, fixed income, commodities, real estate and currencies.
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