93
Collective years of experience
93
Collective years of experience
8
Investment professionals on the team
Our captive investment management team offers customized asset allocation for your captive insurance company’s operating, pledge and 114 trust accounts utilizing institutional-quality asset managers. Our goal is to provide the best investment advice, taking into consideration the captive’s liquidity needs, domicile requirements, trust requirements and asset/liability matching.
With over 20 years of experience in captive insurance investments, we are not only well-positioned to provide highly specialized guidance, but also to directly access and execute solutions with ease and efficiency. Implementation includes:
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.
For needs that go beyond your own—to help you improve the lives of others
What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.
Learn more at ubs.com/wealthway.