Professional Investment Management

for Captive Insurance




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

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.

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.