Experience you can count on

Hyzdu Wealth Management Group Michael E. Hyzdu, T. Tyler Holocher, F. Michael Hyzdu, Leslie A. Lauer

Hyzdu Wealth Management Group


phone

513-792-2135



phone

855-395-4981





address

UBS Financial Services Inc.
The Towers At Kenwood
8044 Montgomery Rd, Ste 100w
Cincinnati, OH 45236



Our captive investment management team offers customized asset allocation for your captive insurance company’s operating, pledge and 114 trust accounts utilizing institutional-quality asset managers. Our goal is to provide the best investment advice, taking into consideration the captive’s liquidity needs, domicile requirements, trust requirements and asset/liability matching.

With over 20 years of experience in captive insurance investments, we are not only well-positioned to provide highly specialized guidance, but also to directly access and execute solutions with ease and efficiency. Implementation includes:

  • Strategic asset allocation
  • Investment manager search and selection
  • Automatic rebalancing
  • Manager oversight and due diligence
  • Daily portfolio risk analysis
  • Reporting



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