Market volatility, low interest rates, increasing regulation, and a broadening universe of investment solutions have created the perfect storm for insurance companies. We work with life, health, property and casualty, reinsurance, captives, and risk retention groups to assess and navigate these risks.

As a fiduciary, you have a responsibility to conduct due diligence on your providers to minimize the probability of disappointing outcomes. This due diligence may take some time. We advise you create a process to search for your provider and then stick to the plan. Making premature decisions can lead to buyer’s remorse. If possible, consider a “seed allocation” to give your new investment manager time to prove themselves before completing a full transition.