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.

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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.

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Insurance Services Sheet

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

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Tactical ETF

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

The evolution of ETF products has brought many innovations.

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Fixed Income

Fixed Income Perspectives Presentation February 2018

This presentation offers insight into fixed income markets and gives color on the positioning within our fixed income strategies.

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