Captive Insurance

For more than 20 years, TD Banknorth Wealth Management Group has been a leading provider of investment management services to captive insurance companies. We believe that investment management is a personalized process that begins with understanding you as a captive insurance client. We offer customized portfolio development and management that is tailored to a variety of insurance lines. We work in partnership with you to fully understand your specific industry payment patterns, risk parameters, line of insurance duration and growth expectations.

We are committed to a disciplined investment management strategy of investing in high quality assets combined with a consistent long-term approach. Our time-tested methodology and history of competitive investment results for our insurance clients proves that our philosophy works. In addition to our depth in investment professionals devoted exclusively to managing client portfolios, we also staff a Specialist with an Associate in Risk Management designation.

Our strong working partnerships with captive management companies, captive auditors and attorneys provides the highest quality service to our captive clients. We pledge to work closely with you to design an investment program that meets your needs and objectives. Our written service agreements provide comprehensive relationship and investment review presentations, performance measurement reporting, economic and market commentaries and online account access.

Our commitment to captives is demonstrated through our solid support and active participation in the captive domiciles. We are former Chairs of the 2001 and Vice-Chairs of the 2000 Vermont Captive Conferences. We serve on the board of directors for the Vermont Captive Insurance Association. We also participate with our captive regulators and the VCIA at the RIMS and SECCA Conferences and World Captive Forums.

Captive Insurance

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