Alternative Insurance

AmericaVest offers a full array of financial planning and wealth management services, which includes turnkey Captive Insurance services and solutions. Owning a Captive Insurance Company enables our corporate clients to lower their premiums, stabilize their
insurance costs and increase after-tax profits.

AmericaVest has the expertise to assemble a comprehensive team to assist our clients in forming, managing and operating a captive. Recognizing that each client’s requirements are unique, AmericaVest Financial invests the time and resources necessary to develop strategic, value-added solutions to achieve individual objectives. Captives are a fundamental tool for superior risk management, asset protection and financial advantage.

Our strong working partnerships allow us to serve the needs of captive managers, reinsurance companies, institutional and private clients. We offer comprehensive investment solutions and manage a wide array of investment products designed to meet your captive requirements.

The AmericaVest Captive Program

Working in conjunction with our portfolio managers, AmericaVest’s relationship team tailors each portfolio to the individual needs of your captive. AmericaVest succeeds in meeting the mandate and goals of your investment policy statement. As with all other services AmericaVest provides, our relationship managers are readily accessible for client presentations, reviews and updates.

Asset Management Services

· Investment management

· S&P and AAA rated investment

· Investment advisory services

· Cash management and international treasury services

· Investment policy consulting