Specialized Guidance for captive insurance companies

Captive insurance companies must manage a myriad of financial details due to the many regulations they must meet. They have to produce quarterly Schedule D reports (the Yellow Book) required by the National Association of Insurance Commissioners and most state insurance regulatory departments.

With over 30 years of experience, we are well-positioned to provide the highly specialized guidance they need. We regularly facilitate transfers that adhere to their different holding requirements and meet reporting needs that conform to their cost accounting procedures.

Our investment management process is designed to create the potential for higher returns while maintaining the cash flow required to pay claims. It’s all managed with the ease and efficiency you would expect from such seasoned professionals.

No investment strategy can guarantee success.

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