The Firm's long history of working with insurance clients is predicated on having a specialized investment management effort focused exclusively on addressing each client's specific liability and operating objectives, risk tolerance, tax circumstances and regulatory requirements.
Our dedicated insurance team partners with clients to determine asset allocation, investment policy and strategy implementation. We have a breadth of investment resources to provide single- or multi-sector portfolio solutions with the goal of producing consistent results, in-line with our clients' expectations.
Our tax sensitive crossover strategies seek to capitalize on relative value opportunities in the municipal and taxable bond markets to achieve superior after tax returns for our clients.
We employ an integrated and disciplined investment process along with unique risk management and reporting capabilities for our tax sensitive clients.