Towers Watson Investment Services, Inc.

RIASEC RegisteredEst. 1994

Total AUM

$62.7B

Discretionary

$54.4B

87% of AUM

Avg account

$454M

Accounts

138

Employees

239

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 110473
Registered since: March 22, 1994
Website: www.wtwco.com
Custodians: STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans98.61%
Pooled Investment Vehicles1.39%
Services: Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsMarket Timing ServicesEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Towers Watson Investment Services, Inc. is a corporate-structured investment adviser classified under hedge fund activities and registered with the SEC since 1994. Its client base is primarily institutional, and the firm operates as both an adviser and a market participant: it serves as a registered representative of a broker‑dealer and maintains CPO/CTA responsibilities. Advisory services span portfolio management for pooled vehicles and for businesses/institutions, pension consulting, selection of other advisers, and market-timing and educational activities; the firm also publishes periodicals or newsletters. Towers Watson notes active ESG investing as part of its approach and does not describe itself as a capital allocator.