Business Development
- Our specialized business development team understands the unique investment and regulatory needs of insurance companies.
- Accordingly, we are able to serve as effective, long-term partners in designing appropriate investment programs to meet our clients’ goals.
Relationship Manager/Client Service - Dedicated client service team ensures single point of contact.
- Understands specific client needs and objectives
- Is readily accessible and responsive
- Applies knowledge of insurance company constraints and goals to investment strategy
- Acts as a client advisor, offering new ideas on various strategies and products to achieve client goals
Portfolio Manager - Has in-depth expertise in multiple asset classes and ability to access sectors
- Executes customized portfolio management strategies driven by relative value analysis
- Applies rigorous risk budgeting strategies in support of clients' investment constraints and goals
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