Swiss Re Insurance-Linked Investment Advisors Corporation
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Learn more about Swiss Re Insurance-Linked Investment Advisors Corporation
Overview
Swiss Re Insurance-Linked Investment Advisors Corporation is an advisory company headquartered in New York, New York. Swiss Re Insurance-Linked Investment Advisors Corporation manages $1.1 billion in assets throughout one client account, placing it among the bigger firms in the country by assets under management (AUM). The firm has a small team, including 4 financial advisors. Swiss Re Insurance-Linked Investment Advisors Corporation does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments like options, equities and bonds.
Swiss Re Insurance-Linked Investment Advisors Corporation administers all of its accounts in a discretionary manner. Discretionary management means that a portfolio manager makes transaction judgments without needing the customer's approval. Swiss Re Insurance-Linked Investment Advisors Corporation oversees an average of $1.1 billion for each customer account. The typical advisor at Swiss Re Insurance-Linked Investment Advisors Corporation administers fewer than one client account, placing it among the most personalized advisor firms in the country.
The firm's central office is located at 1301 Avenue Of The Americas, New York, New York 10019.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Swiss Re Insurance-Linked Investment Advisors Corporation by the Numbers
$1.1 billion
14
1
$1.1 billion
Fee Structure
Fees for financial advice vary depending on which services the firm provides the client. Fees billed by the firm typically consist of the following fee type: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Swiss Re Insurance-Linked Investment Advisors Corporation.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with pooled investment vehicles. Swiss Re Insurance-Linked Investment Advisors Corporation's largest client by number of accounts is pooled investment vehicles. About 100% of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Swiss Re Insurance-Linked Investment Advisors Corporation does not have any disclosures.
Please visit its Form ADV for more details.
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