We oversee approximately $6 billion of institutional investments under structuring, placement and servicing agreements with over 100 institutional clients. We maintain a FINRA broker dealer and insurance license authority throughout the US.
Examples of our work include development, placement, and servicing of the following:
Bank-owned life insurance (BOLI) programs that utilize the separate accounts of insurance companies and stable-value wraps. Clients include several money-center banks, super-regional banks and smaller banks.
Group variable deferred annuities (GVA’s), used by US tax-exempt and foreign entities to mitigate cost and tax administration issues. Clients include many prominent college and university endowments, charitable organizations, other non-profit corporations, and corporate pension plans.
Group variable deferred annuities, used by credit unions to pre-fund employee benefit costs, with asset allocation and financial performance designed to be similar to a defined benefit pension plan.
We currently
Oversee $7 billion in institutional investments under structuring service agreements that we developed and executed
We maintain a broker dealer/FINRA member and an insurance agency
We have licensed representatives in 50 states and Bermuda
We have over 100 institutional clients, including many prominent college and university endowments, charitable organizations, private pension plans, and coporations