Why CapVisor?

A recognized leader in Insurance Asset Management
Independent, conflict free, trusted and unbiased
Over 140 years of combined experience in insurance and investments
Focused exclusively on the insurance industry

Our Credentials

  • More than 150 years of combined experience in insurance asset management

  • Experience includes commercial P&C, L&H and ART insurers, domiciled on and off-shore, new formation to run-off, $3MM to multi-billion dollar international entities.

  • Combined experience serving over 100 Commercial insurers, Mutuals, Stock and ART Insurers (Single parent, group and association Captives, RRGs, cell structures, Self-Insured pools, Run-offs, sinking funds, etc.)

  • Expertise in domestic and international: core and specialty fixed income, equities, real estate and alternatives.

  • Presently specializing in:
    • Providing highly customized “solutions” for small to mid-sized companies
    • Specific mandate placements typically for larger insurers
    • Total investment process outsourcing solutions, as appropriate

  • Present and former memberships and associate memberships include:
    • NAMIC, NYIA, PCIA, IASA, ACLI, VCIA, CCF/IMAC, CIC-DC, SCCIA, WCF, CICA, Bermuda Captive Conference, SIIA, DCIA, NRRA, etc.

  • Frequent industry speakers/editorial contributors

  • No conflicts of interest, such as both advising and managing money

  • AM Best CPE accredited Educational Program for Analysts

  • Investment Instructors - International Center for Captive Insurance Education (ICCIE)

  • Award winning services: Carl Terzer has been awarded the 2021 Captive International “Highly Recommended” title for asset managers (second year in a row) as voted by peers and industry participants

  • Carl Terzer has been selected as an investment instructor of the NAMIC Mutual Director Certification (MDC) Program. CapVisor is also a sponsor of this important educational program for the mutual insurance community

Extensive Commercial/Statutory Insurance experience as well as Captive Market/ART expertise

  • Investment Consulting services encompassing investment policy and guideline design/review
  • Customized benchmark creation
  • Analytic strategic and tactical asset allocation optimizations
  • Disciplined approach to portfolio construction supported by state-of-the-art quantitative tools
  • Integrated team ensuring clear communications and customized solutions
  • Selection of investment managers demonstrating strong and consistent risk adjusted returns
  • Value-added services: Reinsurance Trusteeship, LOC's, Statutory Accounting, etc.
  • Comprehensive and flexible investment reporting and accounting

Best-In-Class Servicing

  • We act as an extension of your executive management team, as a fiduciary, often in the capacity of a full Outsourced CIO
  • We closely monitor your situation and often anticipate changes that warrant investment adjustments
  • 3rd party vendor to provide independent and unbiased analytic work
  • Our modeling includes virtually all asset classes available or appropriate, not just those that are offer by a single manager
  • Fully researched and CapVisor vetted best-in-class insurance asset managers
  • We provide researched qualitatively and quantitatively investment management options
  • Comprehensive management and stringent quarterly monitoring of managers
  • We monitor exposures to assure clients that risks are diversified
  • We monitor managers for style drift or "chance" results by analyzing performance attribution
  • Manager performance is assessed on the basis of success in maximizing risk-adjusted, real return subject to constraints and investment objective (Total Return or Book Yield)
  • Performance is evaluated of a business cycle but managers performing poorly will be replaced without hesitation (no incentive to retain)

CapVisor Associates, LLC
P.O. Box 1084
Gainesville, GA 30503
Telephone: +1 (973) 665-6370
Email: info@capvisorassociates.com

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