For captive insurers
Institutional investment management, built for captive constraints.
Liquidity windows. Regulatory capital. Conservative mandates. A captive's portfolio is not a household's — and shouldn't be managed like one.
The constraint problem
Solve for the constraints first.
Claim liquidity is not a portfolio nice-to-have. It is the gating constraint that determines the rest of the allocation.
Regulatory capital requirements at the domicile level dictate duration, credit quality, and concentration limits long before yield enters the conversation.
Boards expect a conservative mandate documented and defensible. We design portfolios to that standard, not to last quarter's market story.
Industry recognition
Captive Review
Power 50
2023
U.S. Captive Awards
Service Provider
2022
Captive International
Highly Commended
2021
Credentials
Institutional pedigree, family-firm accountability.
- Samson Wang — former Chief Equity Strategist, Bank of New York. Forty years of institutional research.
- David Gahtan, Ph.D. — three decades of quantitative research informing portfolio construction.
- Andrew Wang — capital markets background; Investopedia Top 100 Financial Advisors.
Institutional inquiries
Speak with the institutional team.
A direct conversation with the partners — no gatekeepers, no sales process.