IMPORTANT NOTICE: Coastal Bridge Advisors, LLC is relying on Investment Advisers Act Release No. 5469 (March 25, 2020). Pursuant to this order, the firm will file its annual updating amendment to Form ADV and deliver its brochures (or summary of material changes) and brochure supplements as soon as practicable, but not later than 45 days after the original due date for filing or delivery, as applicable.


Investment Management Solutions for Captive Insurance Companies


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.


Lifecycle of Investment for a captive and evolution of the Investment Policy Statement 

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.

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Link To Investment Process Page