You Face Multiple Challenges:
How We Assist
We’ll review your existing Captive portfolios’ assets and make prudent recommendations based upon a number of quantifiable data: historical claims, liquidity needs and income goals — all filtered through a risk-sensitive lens.
We’ll help ensure your investments comply with evolving regulations and laws to avoid potentially costly penalties or fines.
Your clients and stakeholders will want to know if investments are trending up or down. We deliver clear and concise reports that communicate where things stand.
We can attend meetings and calls with your Board of Directors to answer questions, provide insights and give information that helps your company make better decisions.
We can help draft original requests for credit or review and refine such existing documents to verify compliance while helping secure operational needs.
We’ll review your existing Captive portfolios’ assets and make prudent recommendations based upon a number of quantifiable data: historical claims, liquidity needs and income goals — all filtered through a risk-sensitive lens.
We’ll help ensure your investments comply with evolving regulations and laws to avoid potentially costly penalties or fines.
Your clients and stakeholders will want to know if investments are trending up or down. We deliver clear and concise reports that communicate where things stand.
We can attend meetings and calls with your Board of Directors to answer questions, provide insights and give information that helps your company make better decisions.
We can help draft original requests for credit or review and refine such existing documents to verify compliance while helping secure operational needs.
What Captive Managers Typically Ask Us
A: Our experience adapts to Captives of all kinds: Single-parent, domestic, international, group, Agency, Protected Cell and others. Ultimately, we feel we deliver value as long as your Captive has investable assets and a desire to help elevate your portfolio’s strategy.
A: “Collaborate” is the key word in that question. We take part — not take over. Think of us as a transparent and trusted extension of your company whose goal is to make it more effective.
A: Insurance exists because of unpredictability. We manage portfolios designed to provide predictable, reliable and risk-adjusted returns that strive to preserve capital and provide ample liquidity, all while fulfilling your business’s stated objectives.
Wells Fargo Advisors does not provide tax or legal advice.