Financial Services

CapVisor Associates, LLC
364 Green St. #1084
Gainesville, GA 30503

Contact Information
Carl Terzer, Principal
Phone: 973-665-6370

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.

First Horizon Bank / First Horizon Advisors
511 Union Street
Nashville, TN 37219

Contact Information
Stuart Goss, Financial Advisor
Phone: 629-208-2063

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.

Imperial PFS
PO Box 220
Puyallup, WA 98371

Contact Information
Dick Crnkovich, Vice President
Phone: 253-310-1966

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),

KeyState Captive Management
101 Convention Center Drive
Las Vegas, NV 89109

Contact Information
Josh Miller, CEO
Phone: 702-598-3738

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.

Pinnacle Financial Partners
128 Franklin Road
Brentwood, TN 37027

Contact Information
Michael A. Corbett, Senior Vice President
Phone: 615-743-8704
Email: Michael.Corbett@PNFP.COM

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

Contact Information
Gregory H. Cobb, Investment Strategy
Phone: 512-327-5530

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

Contact Information
Edward O'Brien III, Senior Vice President-Wealth Management
Phone: 423-757-7632

UBS Wealth Management USA provides wealth management, asset management, and investment banking services for private, corporate and institutional clients.

Wellspring Financial Solutions of Raymond James
517 Church Street
Franklin, TN 37064

Contact Information
Gary Greene, Senior Vice President, Investments & Managing Director
Phone: 615-716-7010

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.

4636 Lebanon Pike | Box 207 | Nashville, TN 37076-1316
toll free 888-668-3188 | fax 888-651-1788 |
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