Focused Exclusively on Managing Assets for Captives
- 25-year history of managing balance sheet assets for captives of any size
Commitment to Captive Industry
- Strong relationship with captive managers and other service providers
- Sponsor, organize, attend and speak at various captive industry conferences
Culture
- 100% employee owned, beholden only to our clients and employees
- Emphasis on accountability, intellectual curiosity, and open communication
High Touch Client Service
- Consolidated and transparent reporting package via Clearwater Analytics
- Comprehensive monitoring program to ensure compliance with guidelines
Portfolio Design, Oversight & Management
- Investment solutions designed specifically for captives
- Emphasis on capital preservation, liquidity and income generation
Experienced Internal Investment Team
- Understand unique objectives, risk tolerances and cash flow profile of captives
- Knowledgeable about investment guideline restrictions for captives
Investment Management Solutions for Captives