Captive Insurance Companies

We have extensive experience working with all sizes of captive insurance companies, particularly those in the small and medium size range ($3 million to $35 million).

Our expert team begins by learning as much as possible about your captive insurance company and your specific requirements and goals. We take the time to fully understand your company’s history, strategy, funding patterns and cash flows, claims experience, emerging liabilities, reinsurance treaties, prior investment experience, and governance issues.


Working with the National Association of Insurance Commissioners (NAIC) and domestic state regulators can be considerably different than working in an offshore environment – especially since offshore investment “guidelines” can change significantly with little notice. Our specialized experience working with offshore captive insurance companies and regulators enables us to help you navigate the changing currents of the offshore captive industry.

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Fiduciary Services

As Fiduciaries, we can provide the following services to Captive Insurance Companies:

  • Low expense platform
  • Web-based reporting
  • Attendance at your board and committee meetings
  • Developing your investment management strategy
  • Drafting and maintaining your Investment Policy Statement (IPS)
  • Acting as your Registered Investment Advisor (RIA) and investment fiduciary
  • Providing guidance and counsel on a variety of issues including tax strategy, risk level, parameters, insurance and changing needs. When needed, we work closely with your broker, administrator, and actuary when suitable and maintain compliance with NAIC and off-shore regulations and guidelines.
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