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


  • 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