Insurance Asset Management Specialists

CapVisor Associates LLC., an SEC-registered investment advisor, only serves the needs of insurance companies.  With the recognized expertise and experience to help US statutory insurers and alternative risk vehicles, we provide solutions attuned to the insurer’s liabilities, liquidity requirements, risk budget, regulatory, accounting and tax situation. We work collaboratively with clients to enhance or design their investment programs.

Implementing investments and plans through a network of best-in-class asset managers, measuring progress, reporting results and monitoring managers assures unbiased and precise execution of our client's program or specific strategy.

CapVisor Associates is a trusted advisor to clients, acting as an extension of their executive management team, to provide an optimized investment program and value- added services with expertise, diligence and intergrity.

Investment Planning/Program Design

Strategic and Tactical Asset Allocation Optimization

Investment Manager Selection

Manager Coordination and Supervision

Plan review and Performance Analysis