Investment success isn’t achieved through guesswork, storytelling, or brand familiarity — it’s achieved through discipline, objectivity, and data. That’s the CapVisor difference.
For insurers, asset allocation is the single most important driver of long-term investment performance. Across decades of institutional studies, strategic asset allocation explains roughly 70–90% of long-term portfolio returns, while active management — security selection, market timing, tactical tilts — accounts for only about 10–30%, often less after fees.
Our allocation process is rooted in a deep understanding of insurance company investment constraints: reserve requirements, surplus structure, regulatory treatment, and duration sensitivity. Using proprietary tools and institutional capital market assumptions, we construct customized allocation frameworks that reflect your unique profile, risk appetite, and financial goals.
CapVisor works exclusively with insurance companies. That specialization gives us a critical advantage: we understand the regulatory, operational, and capital implications of every investment decision you make — whether we’re adjusting surplus allocations, reviewing fixed income strategies, or evaluating alternatives.
We act as an extension of your Board or Investment Committee — designing your investment plan, optimizing strategic asset allocation, and selecting and monitoring managers.
Quantitative, risk-adjusted evaluation across 2,300+ managers and 20,000+ strategies to identify top-quartile performers for your consideration.
Five professionally constructed, multi-asset model portfolios for companies seeking institutional-quality allocation without a fully customized engagement.
Targeted engagements: IPS updates, ALM/duration immunization, peer group studies, and custodian or trustee selection for Reg. 114 arrangements.
US Mutual Insurers (NAMIC Members, et al.)
US Commercial Insurers (Stock Companies)
Off-Shore Insurers
Captives, Risk Retention Groups, Cell structures, Self-Insurers, Risk Pools, Run-offs & decommissioning trusts
US Mutual Insurers, US Commercial Insurers (Stock Companies), Off-shore Insurers
We serve clients across the whole process — investment planning, manager selection, and program monitoring — so you can focus on what matters.
Our small, highly specialized and dedicated team ensures every client receives individualized, accountable service.
We are independent and employee-owned. We advise only and do not manage money — avoiding the conflict of giving advice and then implementing that advice through our own products.
Offices in Atlanta, New York, Detroit & Boston
We had a successful investment manager, but they did not have the insurance industry expertise we received from CapVisor. From our plan design to our Strategic Asset Allocation analysis to the manager search analyses, CapVisor helped educate us and has improved our investment results tremendously.
Joe Schimenti Yellowstone Insurance Exchange, RRGWe didn’t realize the extent of services available to captives until working with CapVisor. We had been relying far too heavily on our investment managers to do the job of an advisor.
Captive Manager A leading independent captive management firmOur management team as well as our Board of Directors are very pleased with our overall investment results as well as our close consultative relationship with CapVisor. From plan design to your Strategic Asset Allocation analysis to your manager search analyses, you have helped educate us and have improved our investment results tremendously. Exposure to multiple asset classes we never previously considered, coupled with your correlation analysis, has made a big difference in our performance. We would highly recommend CapVisor to any company looking for expert guidance, particularly in the insurance space.
Thomas Kaehr NAMIC Insurance CompanyThe CapVisor approach is refreshingly straightforward, consistent and interesting — who doesn’t understand the meaning of a red, yellow, or green light? Setting aside the technical excellence — strategic asset allocation modeling, peer group analysis, and a myriad of value-added services beyond typical benchmark reporting — the team’s discipline and commitment to delivering timely, friendly, high-quality service is best in class.
President A VT Captive Management Company