We craft investment solutions for property/casualty, life and health insurance companies across the full range of ownership structures including stock, mutual, captive and risk retention groups.

We offer a comprehensive and integrated approach to investment management for insurers built around a strong understanding of their unique business and investment objectives. Our insurance expertise and background as a liability-based asset manager allow us to craft solutions that address each client’s highly specialized needs.

View Insurance Materials

Learn More About Insurance


Insurance Solutions

We provide comprehensive portfolio management and services that integrate the operational aspects of the insurer with the appropriate investment solutions. Our custom strategies address the client’s business environment, enterprise risk,

cash flow requirements and regulatory constraints. We provide solutions for the full range of insurance company structures including stock, mutual, captive and risk retention groups.

Featured Insights


Insurance Services Sheet

We want to be your partner, not just your investment manager.

Learn more >

Tactical ETF

Sage Advice- Special Report: Insurance Investment Trends, ET...

The evolution of ETF products has brought many innovations.

Learn more >

Fixed Income

Fixed Income Perspectives Video April 2017

Since the presidential election the interest rate landscape has been in locked a battle between bond bears and policy skeptics.

Learn more >