Experienced Partner

Our mission is to strategically partner with a select group of insurance companies, providing proactive, customized and objective investment advice grounded in a comprehensive understanding of their unique businesses. LEARN MORE >

Fully Integrated

We function on a fully integrated basis as an extension of our client's internal management team, either filling the role of Chief Investment Officer (CIO) or providing enhanced resources to the financial team.

Close Working Relationships

Our client's trust is the foundation of our firm and we take great pride in our close working partnership with our clients. We define ourselves by the quality and depth of our relationships, not by the number.