Investment strategies for captives are unique and as such a bespoke investment portfolio is critical. At Coastal Bridge Advisors, we provide independent, customized investment solutions to meet the specific needs of our clients in the captive insurance market. As fiduciaries, we have the legal responsibility to act in our client’s best interest.
In the early years, captives are typically invested in money market and fixed income instruments. As premiums get paid and loss reserves begin to grow equities are often added. As the surplus builds, it is not uncommon to have a portion of the asset allocation invested in more illiquid alternative investments.