In addition to the services we provide for Retail & Corporate Accounts, we provide enhanced services to meet the needs of the Insurance Industry.
Services Provided
- Day-to-day management of the investment portfolio with specific recommendations for purchase and sale of securities within specified guidelines.
- Assist with investment policy.
- Provide monthly or quarterly reports as requested.
- Meet with the Board and/or Investment Committee as reasonably requested to review portfolio performance, set strategies and the like.
- Provide data as needed to satisfy regulatory reporting requirements, i.e. data needed for Schedule D.
- Continuous review of the investment portfolio to maintain compliance with changes and updates in the investment policy
- Maintain ongoing communications with operations regarding issues and maintaining compliance will all pertinent regulations.
Additional /Enhanced Services Available
- Draft and/or revise Asset/Liability (Interest Rate Risk) Management Plan.
- Prepare Asset/Liability Reports.
