1.77 Billion
Assets under management
1.77 Billion
Assets under management
100+ Self-Insurance Entities
Client relationships
13 person
seasoned team
Insight and experience for Self-Insurance companies and their owners.
3 Point Legacy Advisors is an experienced team of professionals with an acute focus on the unique needs and challenges of self-insurance companies and business owners. With a combined experience of 181 years, we have provided customized advice to our clients by helping them understand the complexity, challenges and benefits of self-insurance while also managing their assets for income, liquidity and preservation.
Due to the uneven nature of insurance claims, ensuring each self-insurance entity follows an appropriate asset allocation plan is of the utmost importance. Developing the asset allocation begins with gaining a deep understanding of both the retained risks and the goals of the shareholders. We work closely with the entity owner, Board of Directors and Captive Manager to develop an initial investment plan and then adjust and enhance as the entity evolves over time. Our Team has an experienced understanding of the differing roles and requirements for capital, banking funds, reserves, surplus and/or collateral (including 114 trusts).
Why clients choose us:
Operational Efficiency
Industry Knowledge
Customized Portfolio Construction
Banking and lending services are provided by UBS Bank USA, a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS no. 947868.
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.
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.