Nisa Investment Advisors, LLC (St. Louis)
Nisa Investment Advisors, LLC is a large advisory firm based in St. Louis. It manages $204.05 billion of regulatory assets for 208 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Connecticut, Illinois, and 5 other states.
Nisa Investment Advisors provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Nisa Investment Advisors: assets under management
The assets under management (AUM) of Nisa Investment Advisors, LLC is $204.05 billion. The firm's AUM has grown by 55% since the beginning of its operation, and $6.42 billion of the total AUM is attributable to clients outside of the United States.
Investments
The firm invests in government bonds the most. They account for 54% of the total AUM. The second-largest asset type is exchange traded securities, which make up 4% of the firm’s portfolio. Investments in cash and cash equivalents form 4% of the total invested assets.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Nisa Investment Advisors, LLC 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.
What kind of clients William Jay Marshall serves?
The firm provides services to insurance companies, charitable organizations, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of William Jay Marshall is pension and profit sharing plans with 169 clients and $146.7 billion of assets under management. Among the 11 most similar advisory firms, Nisa Investment Advisors has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $183.08 billion for 192 clients. 2% of the firm’s clients are foreign persons or businesses.
Nisa Investment Advisors also advises several private funds.
Careers at Nisa Investment Advisors, LLC
The company employs 270 people that are either part- or full-time employees. 46 percent of the employees work as investment advisers or researchers. 56 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
William Jay Marshall has been acting as President since 1 Apr 1994. Michael Patrick Vanous joined the executive team most recently as the Director, Equity Portfolio Management.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 4 indirect owners.Based in St. Louis
The principal office where Nisa Investment Advisors, LLC performs its advisory services is located at 101 South Hanley Road Suite 1700, St. Louis, MO 63105 3787, 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 314-721-1900 or by fax 314-721-3041. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at nisa.com.
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