INSURANCE COMPANIES

We offer both captives and risk retention groups tailored asset allocations to solve challenging issues within pool structures.  This is achieved by designing a well-diversified structure to directly address the liquidity needs of the insurance pool, while concurrently growing the corpus in a conservative manner.  

In addressing captives, we develop tax-efficient exposures to asset classes that are normally difficult to achieve maximum value. This approach proves particularly beneficial when considering higher-dividend paying strategies such as large cap equity.