Experience Makes all the difference
Our investment management team offers customized asset allocation for your captive insurance company accounts utilizing institutional-quality asset managers. Our goal is to provide investment advice, taking into consideration the company’s liquidity needs, domicile requirements, and asset/liability matching.
With over 20 years of experience in captive insurance investments, we are well-positioned to provide highly specialized investment guidance, and to execute investment solutions with ease and efficiency. Implementation includes:
- Strategic asset allocation
- Investment manager search
- Automatic rebalancing
- Daily portfolio risk analysis
- Reporting