The Windham Diversified Portfolios
The Windham Diversified Portfolios seek higher long-term returns through a comprehensive investment solution suitable to each investors’ risk tolerance, return requirements and tax profile. There are five diversified portfolios, offering a range of risk preferences:
- Windham Conservative Portfolio
- Windham Conservative Plus Portfolio
- Windham Moderate Portfolio
- Windham Moderate Plus Portfolio
- Windham Aggressive Portfolio
The five diversified portfolios offer:
Strategic asset allocation that provides broad global diversification across major asset classes to reduce investment risk and meet long-term financial goals.
Active investment selection that uses liquid, cost effective ETFs from a broad universe of securities to meet diversification and allocation needs.
Portfolio monitoring and periodic adjustments to ensure each portfolio is appropriate to the investor’s needs within the overall market environment.
Regular rebalancing to compensate for changes in asset class value and to adapt to changing market conditions.
Active tax management, based on the investor’s tax profile, which seeks to maximize after-tax returns.