Investment Management for Captive Insurance Companies

Specialized Investment Management
For Captive Insurance Companies

We Understand Captives

We have worked with all types of captive insurance companies including Risk Retention Groups, Single Parent, Group, and 831(b) Captives; and we offer resources to meet the needs of each.

Proven Strategies For Captives

Our tax-efficient strategies can be designed to meet your objectives while taking into consideration liability profile, operating requirements, and regulatory constraints.

Your Captive Team

Runnymede works collaboratively with your captive manager and service providers. We answer questions quickly and accurately. We provide special captive insurance month-end reports.

You're Too Busy To Have To Worry About Your Investment Portfolio

  • Many financial advisors and firms do not understand the needs of captive insurance companies.

  • Captives not only need investment expertise but should seek out a firm that can work well with its other service providers (captive manager, actuary, and domicile.)

  • Will you be able to generate income and manage through market volatility or a bear market?

Runnymede Is More Than Just An
Investment Manager, We Are Your Partners

Runnymede strives to improve your overall operational efficiency by providing timely and accurate portfolio reporting, independent, third-party data validation and reconciliation, and complete transparency into your investment portfolio.

  • GAAP, STAT, and Tax multi-currency accounting
  • Schedule D investment-related schedules
  • General Ledger entries
  • Trial Balances and supporting reconciliation reports
  • Investment policy compliance monitoring
  • Performance reporting
  • Portfolio risk analytics
  • Web-based
  • Daily aggregation, validation and reconciliation

We Understand Financial Decisions
Can Be Overwhelming

Our fiduciary advisors have helped captive insurance companies and advised their boards in the management of their investment portfolios. Each captive has different goals and liabilities so we adhere to a clear process and strategy.

Working with a financial advisor is a partnership. Not only do we work together to create a plan and investment strategy, but we work closely with your captive manager to maintain compliance and regulatory filings. Our Investment Management Services for Captives include:

  • Month-end custom reporting
  • Tax efficient investing
  • Investment team available for updates and reviews

How to Start the Process

Shedule a Call

Start with a no-obligation call so we can point you in the right direction.

Listening Session

An advisor will listen to your concerns, needs, and objectives.

Create a Plan

You will receive a proposal for a custom plan to achieve your goals.

Schedule A Call

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Our Firm

As a fee-only advisor since 1993, Runnymede’s priority is to do the right thing for its clients. Our goal is to deliver personalized advice, planning, and investment management to meet your goals and objectives. Runnymede offers well-researched investment strategies that emphasize long-term growth and asset protection.

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