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