Broad Reach Capital:
Made to Measure
Investing is one area where capturing opportunity from risk has very real value. Through our affiliated Investment Advisory Firm Broad Reach Capital, we work with you to understand your specific circumstances to structure a made to measure approach that precisely fits your investment objectives and risk budget. Our client’s ultimate success is determined by our capability to define and implement a plan to achieve investment objectives within a comfortable time frame and to receive enhanced return with reduced risk.
Family Wealth
Broad Reach Capital, LLC. provides integrated wealth advisory and family office services for qualified individuals, business owners, key executives and multi-generational families.
Insurance Companies
Capital and surplus are the lifeblood of an insurance company. They are the fuel that allows insurers to add new business, take on additional risk, secure quality ratings, and protect against the unforeseen.
Always Exceptional, Always Personal
Exceptional service is paramount to our mission of assisting you with careful management of your investment capital. We provide creative solutions because every client is unique. We give you individualized attention and make ourselves, as the firm’s principals, directly available to you. Our team includes a network of professionals who are distinguished in their field of service and bring decades of investment credibility to work for you.
A Thoughtful, Informed Investment Process
We begin with an assessment of your general account balance relative to:
- Overall asset balance / maturity
- Claims history
- Liquidity needs
Next we consider the impacts of the prevailing macroeconomic environment
- Global credit markets
- Global equity markets
- Geo-Political Concerns
We then craft a custom risk budget for building your specific investment portfolio
We continually monitor and make adjustments based on:
- Reserve and surplus levels
- Market dynamics
- Claims
- Changes to the operating company’s revenue, profit and liability profile
