Swiss Re Investors Inc. is a large advisory firm based in New York. It manages $34 billion of regulatory assets for 83 client accounts. It has been registered with the SEC as an adviser since 2001.
Swiss Re Investors provides financial planning services, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Swiss Re Investors Inc. is $34 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 32% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Swiss Re Investors Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Stanley Taben has been acting as President since 1 Mar 1998. Andre Peter Moutenot joined the executive team most recently as the Evp.
The principal office where Swiss Re Investors Inc. performs its advisory services is located at 55 East 52 Nd Street, New York, NY 10055, which is also the mailing address of the firm. An additional office of the firm is in Baltimore, MD. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-317-5026 or by fax 212-829-8780. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.swissre.com.