As insurance investment specialists, we know that auto-dealer owned reinsurance companies have specific requirements which aren’t addressed by off-the-peg mutual fund solutions. Our trust-compliant investment offering focuses on active management, transparency and direct access to our investment team.


Executive Director


We developed our trust-compliant investment offering designed specifically for Auto F&I Reinsurers. We invest directly in individual securities, increasing transparency. Our in-house investment team actively manage portfolio risk and opportunity, offering clients genuine portfolio diversification and daily liquidity. We target a 4% annualised return (gross of fees) over the long term but with just one-third of the volatility of the S&P 500 Index.

We like to keep things simple so we have one transparent fee, which covers the entire cost of running the portfolio.

Investment managers often create administrative difficulties for dealers and their F&I agents. We’ve worked hard to provide a great offering that makes life as easy as possible for all portfolio stakeholders. We ensure the ongoing administration is as straightforward as possible and that portfolio reporting is always available online and on demand.


of assets managed for captive insurers globally


minimum investment for this service

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