Philosphy
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Recognized Expertise & Dedication to the Insurance Industry 

 

Philosophy

 Capvisor believes that the key to an optimized and successful insurance investment program is based upon the:

·       Correlation of your investment strategy with your client's business objectives and risk tolerance

·       Utilization of a component approach to align assets with underwriting/liability structure along three primary dimensions:

-   Short-term liquidity component

-   Loss reserve component

-   Surplus component

-   Anticipation of changes in your client’s circumstances and securities market trends in order to maximize return and protect portfolio liquidity

·       Enforcement of disciplined management style  utilized in precisely executing strategies

·       Frequent and effective communication of status, progress and results

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