TOWERS WATSON INVESTMENT SERVICES, INC.

233 South Wacker Drive
Suite 1800
Chicago, Illinois 60606
Tel: 312-288-7700

About TOWERS WATSON INVESTMENT SERVICES, INC.

TOWERS WATSON INVESTMENT SERVICES, INC, formally registered with the SEC as TOWERS WATSON INVESTMENT SERVICES, INC. The firm was established in 03/22/1994. They have over 15 offices throughout the country.

TOWERS WATSON INVESTMENT SERVICES, INC. is a Chicago, Illinois based Financial Planning firm with nearly $51,371,522,113 assets under management, offering retirement planning & investment advisory services to 123 clients. The firm is staffed with 208 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110473
SEC#	801-46008
Assets Managed by Firm	$51,371,522,113
No. of Clients	123
No. of Advisors	208

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (FEE BASED ON A PERCENTAGE OF ASSETS ADVISED ON)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Market timing services
Education seminars/workshops
Other (SEE SCHEDULE D, MISCELLANEOUS, FOR A DESCRIPTION OF OTHER ADVISORY SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	123	$51,371,522,113
Pension and profit sharing plans	89	$51,057,854,950

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