Captive Insurance Companies
The long-term success of a captive depends on many things, not the least being a well-designed investment program. For over 30 years we have served captive insurance clients, designing bespoke investment solutions to meet their unique demands.
Our top-down/value-based strategies are designed to provide pensions an essential component of a well-diversified portfolio. For plans focused on long-term investment goals, our long-term approach is a natural fit.
Individuals & High-Net Worth
Principal protection with an eye towards the future. our approach aims to protect investors from risks not adequately compensated for, while focusing on the long-term to help ensure future success.
Endowments & Foundations
For over 30 years we have serviced endowments and foundations concerned with diversification and long-term performance. As most of our peers take a bottoms-up approach, our decidedly top-down strategies can often serve as a nice complement.