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