CapVisor Associates

A recognized leader in providing independent, trusted and unbiased investment advice to insurers, with more than 100 years of combined experience in Insurance Asset Management. We are an SEC-Registered Investment Advisor that works exclusively with insurance companies.

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Insurance Solutions

View details to see our full and varied selection of insurance solutions, including consulting and custom analysis.

  • Evaluating manager performance on a “risk-adjusted basis”, rather than a “nominal” basis (returns vs benchmark) is the key to understanding manager “skill”.
  • How does our manager’s performance compare to other similar managers?
  • Has our manager designed our portfolio structure using asset liability management (ALM) techniques?
  • Does our manager’s style align with our investment philosophy? Is our Investment Plan documentation (Investment Policy Statement and guidelines) boilerplate or is it truly reflective of our company’s financial positon, investment objectives, risk profile, regulatory environment and lifecycle status?
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  • Are we missing out on return opportunities due to limited usage of appropriate asset classes?
  • Have we created a risk barbell of conservative bonds on one end and risk assets, like equities on the other?
  • How can we improve our risk-adjusted returns and smooth out investment program’s performance over time?
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  • Is our Investment Plan documentation boilerplate, or does it reflect investment objectives, risk profile, regulatory environment and lifecycle status?
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Insurance Asset Management

We correlate your investment strategy with your business objectives and risk tolerance, and anticipate changes in your circumstances and securities market trends in order to maximize risk-adjusted return and protect portfolio principal and liquidity. We utilize Asset Liability Management (ALM) techniques and use a component approach to align assets with company structure.

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Serving Insurers across industries

Property & Casualty

US Mutual Insurers (NAMIC Members, et al.)
US Commercial Insurers (Stock Companies)
Off-Shore Insurers




Alternative Risk Vehicles (P&C and Life)

Captives
Risk Retention Groups
Cell structures and rent-a Captives
Self Insurers (SIIA Members, et al.)
Risk Pools
Other, Run-offs, decommissioning trusts, etc.

Life & Health

US Mutual Insurers (NAMIC Members, et al.)
US Commercial Insurers (Stock Companies)
Off-shore Insurers




A.M Best Recommended Expert Service Provider

CapVisor Associates is delighted to be recognized again in 2015 by A.M. Best as a “Recommended Expert Service Provider”. The BestMark program is recognized throughout the insurance industry. A.M. Best, the leading insurance rating firm, confirms CapVisor's industry status as an investment advisor whose expertise is valued by its clients.


The CapVisor Philosophy

We have learned in over 140 years of combined insurance/investment industry experience that our service is best provided by ensuring:

Insurance Analytics

Full Cycle Service


We serve clients throughout the whole process, from start to finish. We offer support across investment planning, manager selection and program monitoring to allow our clients to focus on what really matters.


Centralized control

Centralized control and accountability

Our client servicing model has been perfected over years of experience in the industry. Our small, highly specialized and dedicated team ensures that every client will have an individualized, highly accountable service.

Asset growth

Conflict-free, fair, independent, unbiased advice

We act in a FIDUCIARY capacity on behalf of our clients and are an independent, focused team of experts drawn from across the Insurance industry. As a result, we have no conflicts, biases, targets or special relationships to maintain. Our only goal is to help our clients achieve the best results possible.