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Anchor Investment Management Ltd. offers comprehensive investment solutions that are designed specifically to meet the needs of captive insurance companies. The investment professionals fully appreciate the issues involved in matching finite risk against financial instruments values that fluctuate in response to non-finite market events.
For over a decade, Anchor has structured segregated portfolios to maximize risk adjusted returns and income to meet investment policy statement requirements and estimated loss payouts. Investment portfolios are built with the understanding of each captive’s individual claims history, premium collection schedules and current market conditions. Anchor focuses on immunizing the captive’s portfolio to match assets with the requirement to pay claims, providing sufficient liquidity and maintaining solid credit quality.
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Focus on risk-management: Segregated portfolios that match cash flows against claim expectations. |
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Focus on quality: Interest rate and credit risks are controlled by investing in liquid high quality fixed income securities within a diversified laddered portfolio. |
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Focus on fees: Anchor builds segregated portfolios with individual securities to minimize duplication of fees and expenses incurred by buying multiple products such as mutual funds. |
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Focus on service: The Anchor team is accessible for all types of client presentations, reviews and updates. Monthly portfolio valuations and in-depth quarterly reports are provided. |
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