We are a team of dedicated Financial Advisors focused on helping individuals, corporations and captive insurance companies grow and preserve their wealth. With over 30 years of experience, we specialize in delivering customized strategies that fit each client’s individual needs, whether it’s building an investment portfolio, managing risk, duration-matching for captive insurance companies, or long-term planning.
We support you every step of the way: from initial planning, Investment Policy Statement development all the way through implementation and management, always ensuring a commitment to personalized service, unbiased advice and ongoing communication. We work with individuals, captive owners, and captive insurance management companies in both on-shore and off-shore domiciles.
Author: Jack Meskunas
Published by Captive International
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Earned ACI® Designation 2020.
Member of the 2021 Oppenheimer Executive Council.
Captive International Asset Manager of the Year 2020.
Highly Commended Asset Manager Firm named by Captive Insurance 2020.
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