Broad Reach Capital, LLC

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.  Providing a sustainable long-term return on capital is critical–often determining whether the insurer is profitable or experiences losses.

Insurers need access to capital advisors with the knowledge and specialized skill sets who can help you navigate through the complexities of investing regulated capital.  At Broad Reach, our deep expertise with captive insurance coupled with four decades of sophisticated investing and asset management makes us uniquely qualified to deliver long term investment results focused on each insurers liability profile and risk budget.

Key Considerations:

A Thoughtful and Informed Investment Process

1. We begin with an assessment of your general account balance relative to:

2. Next we Consider the impacts of the prevailing macroeconomic environment

3. We then craft a custom risk budget for building your specific portfolio

4. We continually monitor and make adjustments based on:

Whether looking for liquidity, income diversification, low correlation, access to alternatives or simply cash enhancements, we will compile the portfolio that will meet your insurers needs.

Asset Classes

Who We Serve