The company serves high net worth individuals, trusts, retirement plans, foundations, and endowments, and diversifies investment portfolios across global capital markets. They use their proprietary Global Strategies Model to guide investment decisions and manage portfolio risk, which includes exposure to US and non-US stocks and bonds, as well as gold, commodities, and real estate. Windhaven's mission is to help clients achieve an attractive rate of return on their investments while preserving their capital under various global macroeconomic and geopolitical conditions.