Xylem Investments Inc is a large advisory firm based in Boston. It manages $44.04 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.
Xylem Investments provides 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 Xylem Investments Inc is $44.04 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -77% 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 Xylem Investments Inc for their services and products based on a percentage of assets under management, fixed fees, 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.
Richard D. Mcdonough has been acting as President since 1 Nov 1994. Roy M Mccluskey has served as the Chief Investment Officer since 1 Feb 1998. Jill Erickson Carey joined the executive team most recently as the Controller.
The principal office where Xylem Investments Inc performs its advisory services is located at 40 Broad Street, Boston, MA 02109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-346-7100 or by fax 617-346-7171. The normal business hours are 9am-5pm on Monday - Friday.