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Experience

Experience

Our relationship management and investment teams have extensive experience managing assets for captive and traditional insurance companies, corporate operating assets, public and private pension plans, defined contribution/401k plans, endowments, foundations and other institutional mandates. We collaborate with our clients to structure an investment solution designed to maximize returns within their specific risk tolerances and regulatory or collateral constraints (i.e. compliance with Letter of Credit or 114 Trust Agreements and state regulatory reporting requirements) as applicable.

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