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 corporation registered with the SEC since 1994 that operates primarily for institutional clients. The firm is classified as a hedge-fund type entity and combines advisory roles with broker-dealer related activities: it serves as a registered representative of a broker-dealer and operates as a CPO/CTA. Its advisory remit includes portfolio management for pooled vehicles and for businesses or institutions, pension consulting, selecting other managers, and publishing investment periodicals and educational programming. The firm is identified as an active ESG investor. Fee arrangements are flexible and include percentage-of-AUM charges alongside hourly and fixed-fee engagements. Industry affiliations indicate roles beyond pure advisory work — including sponsor/GP/managing-member responsibilities for pooled vehicles, relationships with insurance companies, and pension consultancy activity.