Towers Watson Investment Services, Inc
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Overview
Towers Watson Investment Services, Inc is located at 233 South Wacker Drive, Chicago, IL. The firm employs 201 financial advisors to manage client portfolios and provide financial guidance. Towers Watson Investment Services, Inc is not a registered broker-dealer.
Towers Watson Investment Services, Inc oversees $51.4 billion in assets under management across 123 accounts, of which 119 are discretionary and 4 are non-discretionary. The services offered include portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services, educational seminars, and other services. The firm caters to pension plans and state or municipal government entities, with pension plans being the largest client type by accounts. The fee structure at Towers Watson Investment Services, Inc includes asset-based, hourly, fixed, and other fees. The firm maintains affiliations with a broker-dealer or securities dealer, an insurance company or agency, a pension consultant, and a commodity pool advisor.
Towers Watson Investment Services, Inc is registered in the states of California, Connecticut, Florida, Georgia, Illinois, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Towers Watson Investment Services, Inc by the Numbers
$51.4 billion
208
123
$417.7 million
Products and Services
Towers Watson Investment Services, Inc provides a number of financial services, which can include portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services, educational seminars, and other services. Notably, Towers Watson Investment Services, Inc did not provide financial planning services to any of its customers in the prior fiscal year. It is engaged in selling products or offering services apart from investment advisory services to its clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Offered by 0% of firms
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management usually depend on which services are provided. Fees charged by Towers Watson Investment Services, Inc can include some blend of the following fee structures: asset-based, hourly, fixed, or other.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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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
Types of Clients
It caters to pension plans and state or municipal government entities. Out of its 2 clients, Towers Watson Investment Services, Inc's largest client type by number of accounts is pension plans.
- 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
Towers Watson Investment Services, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Towers Watson Investment Services, Inc
Atlanta, GA
Saint Louis, MO
Atlanta, GA
Chicago, IL
Seattle, WA
Atlanta, GA
Alpharetta, GA
Chicago, IL
Atlanta, GA
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