Our firm has a long-standing capability assisting captive insurance companies in devising effective investment programs. We have offered such services since our inception and are well-versed in working across a variety of insurance coverages and legal jurisdictions.
We combine a working knowledge of actuarial, legal, and financial reporting considerations with our core asset allocation and investment competencies to assemble an investment portfolio responsive to each insurance company’s particular circumstances and needs. Our portfolio construction efforts start only after we have achieved a thorough and complete understanding of the entity’s reserve, surplus, and cash flow profiles. In that manner, we are able to build, monitor, and adjust a fully integrated investment solution.