PERFORMA IS A BOUTIQUE INVESTMENT MANAGER PROVIDING CUSTOM SOLUTIONS FOR CAPTIVES.
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WHO ARE OUR CLIENTS?
CAPTIVES WITH VARIOUS
OWNERSHIP STRUCTURES
CAPTIVES ACKED BY UNIQUE
COLLATERAL REQUIREMENTS
CAPTIVES OPERATING IN A
WIDE RANGE OF INDUSTRIES
CAPTIVES AT VARIOUS STAGES
OF THE CAPTIVE LIFE CYCLE
WHAT ARE OUR INVESTMENT TOOLS?
INVESTMENT CAPABILITIES
CASH
BONDS
STOCKS
WHERE ARE WE LOCATED?
OFFICES:
HAMILTON, BERMUDA
CHARLESTON, SOUTH CAROLINA
BURLINGTON, VERMONT
FOUNDED: 1992
WHERE ARE WE LOCATED?
RELATIONSHIPS
HIGH-TOUCH, TAILORED CLIENT SERVICE PROGRAM THAT EMPHASIZES COLLABORATION & FLEXIBILITY
FOCUS
0-YEAR HISTORY OFDEVELOPING INVESTMENT SOLUTIONS FOR CAPTIVE INSURANCE COMPANIES
REPORTING
WE OFFER A FULL SUITE OF ONLINE INVESTMENT REPORTING USING CLEARWATER ANALYTICS
FIDUCIARY
WE MUST ACT IN THE BEST INTEREST OF OUR CLIENTS AND AVOID CONFLICTS OF INTEREST
INDEPENDENT
100% EMPLOYEE-OWNED, BEHOLDEN ONLY TO OUR CLIENTS AND EMPLOYEES
ACCESS
DIRECT ACCESS TO OUR SENIOR MANAGEMENT, CLIENT SERVICE AND INVESTMENT TEAMS
