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Insurance Asset Management:
  Compliance & Reporting
  Assessment of Investment Objectives
  Strategy & Policy Development


Insurance Asset Management

Our investment team has served the insurance company market since 1990, and we have grown this segment of our business substantially in the past twenty years. With assets under management of approximately $3.3 billion as of March 31, 2017, insurance company clients include Life & Health, Property & Casualty, Captive & Reinsurance and Self-Insurer entities. With an emphasis on risk management, an established, disciplined investment process, comprehensive industry-specific reporting and intensive client servicing, we are capably positioned to develop and execute focused investment solutions to insurance clients. We offer a broad range of investment options, including but not limited to:

Crossover Strategies
Taxable – Short-Term, Intermediate and Longer Duration
Municipal – National and State Specific
Specialized Mandates

Our insurance team not only includes knowledgeable portfolio management and research professionals, but also experienced accounting personnel who are equipped to deliver specialized investment reports that encompass the complex industry detail required by insurance company clients. Our focus on client service is at the forefront of our business model. Establishing open lines of communication with our sophisticated client contacts is essential in helping our specialized insurance team fully understand each client’s unique investment objectives.

To obtain investment performance or other product data, please contact us .