The Travelers Investment Management Company is a large advisory firm based in Stamford. It manages $5.19 billion of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Connecticut.
The Travelers Investment Management Company provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of The Travelers Investment Management Company is $5.19 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 12% 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 The Travelers Investment Management Company for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Heath Brian Mclendon has been acting as President since 1 Jan 1995. Gloria Groppo Williams joined the executive team most recently as the Director.
The principal office where The Travelers Investment Management Company performs its advisory services is located at 100 First Stamford Place, Stamford, CT 06902, which is also the mailing address of the firm. An additional office of the firm is in Hartford, CT. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 203-961-4900 or by fax 203-961-4911. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.ssbciti.com.