CapVisor Associates, LLC
364 Green St. #1084
Gainesville, GA 30503
CapVisor Associates, an SEC Registered Investment Advisor, is a Captive specialist working exclusively with Insurance Companies. Our team brings 140+ years of combined insurance asset management experience, with expertise focused on creating and implementing custom-designed investment programs. We offer three primary services: Consulting (Rent-A-CIO), Manager Search and Project Work.
401 Plymouth Road
Plymouth Meeting, PA 19462
CBIZ is one of the nation’s leading providers of professional advisory services, focused on accounting, benefits and insurance, HR and payroll solutions. We deliver those solutions through a unique combination of locally based, trusted advisors backed by a national team of specialized experts.
First Tennessee Bank & FTB Advisors
511 Union Street
Nashville, TN 37219
As the oldest and strongest capitalized Tennessee based financial institution with the highest quality service ratings and #1 deposit market share, First Tennessee Bank is facilitating and promoting the formation of captive insurance companies with responsive and efficient banking and effective trust and investment advisory services.
Franklin Synergy Bank
722 Columbia Avenue
Franklin, TN 37064
Founded in November 2007, Franklin Synergy Bank has seven offices in Williamson County and five offices in Rutherford County. The Bank provides deposit and loan products, treasury management, wealth management, trust and financial planning services for consumers and businesses.
PO Box 220
Puyallup, WA 98371
Imperial PFS® has helped policyholders with their cash flow needs for more than 35 years. As the nation's largest privately-held, independent premium finance company, we originate more than 40,000 loans per month. We serve the Traditional, Alternative Risk and Captive insurance marketplace by providing installment plans that feature flexibility and a wide range of payment options and service features. Our installment programs create value by improving cash flows, liquidity and balance sheet results for all stakeholders with measurable improvements in financial metrics. Let us show you how a premium finance program can enhance the installment experience for your policyholders and clients while reducing your hard costs for billing, servicing and collecting premiums. For more information please contact Dick Crnkovich, VP at (253-310-1966), firstname.lastname@example.org.
KeyState Captive Management
101 Convention Center Drive
Las Vegas, NV 89109
KeyState Captive Management runs the largest bank captive program in the country. The program is designed by national accounting firm Crowe Horwath LLP and then administered by KeyState Captive Management. Banks that fit a certain asset size and earnings criteria can form their own wholly owned captive insurance company to finance risks (that are not commercially insured) in a tax advantaged way. KeyState’s bank captive program has been endorsed by 24 state banking associations or their for profit subsidiaries.
Opus Investment Management, Inc.
440 Lincoln St
Worcester, MA 01653
Opus Investment Management is dedicated to consistent investment performance, tailored to the specific needs and risk appetite of our clients. Opus strives to empower its clients to become strong advocates for their portfolios, while we navigate operating constraints, regulatory issues, and rating agency considerations. Opus believes that to manage a fixed income portfolio effectively, an understanding of its role within the total portfolio is essential. We have found that most investors seek fixed income to provide stability and protection while experiencing steady levels of income. For this reason, Opus aims to deliver responsible, risk-adjusted results while maintaining capital preservation.
Performa Limited (US), LLC
60 Lake Street, Suite 1D
Burlington, VT 05401
Founded in 1992, Performa is an employee-owned investment management firm that is 100% focused on managing assets for captive insurance companies. With $4.21 billion in captive assets under management/advisement (2/28/2018), Performa is proud to offer investment solutions to captives of any size, business line, and stage in their life cycle.
Pinnacle Financial Partners
128 Franklin Road
Brentwood, TN 37027
At Pinnacle, we believe in customizable services that empower business leaders to make smart decisions about how to manage their assets and risk. That is why we offer unparalleled personal service in Captive Insurance solutions to help businesses grow and meet long-term financial goals.
Sage Advisory Services
5900 Southwest Parkway Building 1
Austin, TX 78735
Sage is an independent and employee-owned investment advisory firm providing customized and comprehensive investment and reporting programs for the insurance industry. We employ a more strategic and consultative approach in constructing portfolios which are continuously and properly aligned with overall business objectives, ensuring more favorable enterprise-wide solutions.
UBS Financial Services, Inc.
One Union Square Ste. 100
Chattanooga, TN 37402
Edward O'Brien III, Senior Vice President-Wealth Management
UBS Wealth Management USA provides wealth management, asset management, and investment banking services for private, corporate and institutional clients.
Valley Vista Asset Management LLC
2280 Valley Vista Road, Suite A
Knoxville, TN 37932
Maintaining a 30+ year tradition of excellence, our Investment Philosophy places a principal emphasis on the management of risk and volatility. Our liquid alternative strategies are designed to provide more consistent and less market-dependent returns across a full market cycle. Valley Vista is a collaborative venture of Head Investment Partners (Knoxville) and Dunham and Deitel Wealth Management (Johnson City). Sixteen professionals in our combined firms bring over two centuries of financial services experience to bear for our valued clients. Securities offered through Triad Advisors, member FINRA / SIPC. Advisory Services offered through Triad Hybrid Solutions, a Registered Investment Advisor. Valley Vista Asset Management, LLC, Head Investment Partners, and Dunham & Deitel Wealth Management are not affiliated with Triad Advisors.
Wellspring Financial Solutions of Raymond James
517 Church Street
Franklin, TN 37064
Wellspring Financial Solutions of Raymond James is a client-focused, Franklin, TN based advisory team providing comprehensive banking and investment services for captive insurance companies. For 20 years, our highly experienced institutional team has delivered a wide range of tailored banking, investment, and trust solutions to meet the unique needs of captives of all sizes across the U.S as well as in off shore domiciles. We provide the highest standard of service with a consistent and transparent process designed to optimize the construction of your investment portfolio. Our process blends your captive's unique needs with proven investment principles to properly align risks and goals. Every captive portfolio, regardless of size, is constructed using this investment discipline. Wellspring's team mission is to help people do well, so they can do more for their families. We help businesses do well, so they can do more for their clients. We help institutions do well, so they can do even more to meet the needs of the communities and causes they serve.