Professional Investment Management

for Captive Insurance

CUSTOMIZED STRATEGIES

INDEPENDENT RESEARCH

OBJECTIVE ADVICE

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?

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.

Industry Recognized

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

1. Schedule a Call

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

2. Listening Session

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

3. Create a Plan

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

Schedule a Call

More Than Just an Investment Manager, Runnymede is Your Partner

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

Trial Balances and supporting reconciliation reports

Portfolio risk analytics

Schedule D investment-related schedules

Investment policy compliance monitoring

Web-based

General Ledger entries

Performance reporting

Daily aggregation, validation and reconciliation

As Seen In

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.