Captive Services Directory

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Captive Business Consulting

Albert Risk Management Consultants

  • James Evans
  • jevans@albertrisk.com
  • 781-726-6640
  • 72 River Park
  • Needham, MA 02494
  • UNITED STATES
  • http://www.albertrisk.com

  • Albert Risk Management Consultants is an independent consultancy specializing in captive feasibility analysis and captive audits.

American Benefits Consulting

  • Terence J. Gorman
  • tgorman@abcsys.com
  • 212-716-3442
  • 99 Park Avenue, Suite 2500
  • New York, NY 10016
  • UNITED STATES
  • http://www.abcsys.com

Baker & Daniels

  • Jason D. Kimpel
  • jason.kimpel@bakerd.com
  • 317-237-1172
  • 300 N. Meridian Street, Suite 2700
  • Indianapolis, IN 46204
  • UNITED STATES
  • http://www.bakerdaniels.com

  • Baker & Daniels' professionals assist clients with the formation and management of captive insurance companies, risk retention groups (RRGs) and other alternative risk mechanisms.

CapVisor Associates, LLC

  • Carl E. Terzer
  • carl.terzer@capvisorassociates.com
  • 973-219-7106
  • PO Box 693
  • Chatham, NJ 07928
  • UNITED STATES
  • http://www.capvisorassociates.com

  • CapVisor Associates is a Captive Advisory firm and a registered investment advisor specializing providing highly customized investment asset management services to the alternative risk markets. We bring more than 25 years of insurance asset management experience, over ten of which have been focused on helping Captives, Self Insurers, RRG's and other alternative risk vehicles to correlate the insurer's investment strategy with their business objectives. Following a rigorous evaluation of the client's situation, we work collaboratively to design and implement customized investment programs or specific strategies in accordance with the insurer's liabilities, liquidity requirements, risk budget, regulatory, accounting and tax situation. Our services include design or revision of investment policy and guidelines, customized benchmark(s), and optimized strategic and tactical asset allocations. Assisting clients to implement their plan through a network of best-in-class asset managers, measuring and reporting results and monitoring managers assures unbiased and precise execution of the investment program.

Cedar Consulting LLC

  • Dennis E. Silvia
  • dennis.silvia@cedarconsulting.net
  • 440-264-9992
  • 18860 Geauga Lake Road
  • Chagrin Falls, OH 44023
  • UNITED STATES
  • http://www.cedarconsulting.net

  • Cedar Consulting offers a full range of captive consulting services for single parent, group and agency captive programs.

Cope & Associates, Inc.

  • Paula Cope
  • pcope@consultcope.com
  • 802-951-4200
  • 381 Martindale Road
  • Shelburne, VT 05482-6710
  • UNITED STATES

  • Our focus is on improving the performance of individuals and organizations through succession planning; organizational assessment and development; strategic planning; training; executive coaching; and human resource management.

Crowe Insurance Company LLC

  • Peter W. Rossow
  • prossow@crowechizek.com
  • 574-235-6864
  • 330 East Jefferson Blvd.
  • South Bend, IN 46601
  • UNITED STATES
  • http://www.crowehorwath.com

  • National accounting firm offering insurance advisory, tax consulting, tax compliance and auditing services to companies. Experienced and dedicated professionals ready to meet your needs.

EWI Risk Services

  • Bonnie Hardesty
  • bhardesty@ewirisk.com
  • 972-560-0665
  • One Lincoln Centre
  • 5400 LBJ Freeway, Suite 1060
  • Dallas, TX 75240
  • UNITED STATES
  • http://www.ewiretx.com

  • We work with clients to analyze, design, and implement captive insurance companies. We offer our expertise in helping companies set up new captives and selecting the appropriate service providers. On existing captives, we can offer assistance on their reinsurance placements needs.

Pro Group Captive Management Services

  • Renea Louie
  • renealouie@pgmnv.com
  • 775-283-4237
  • 575 S. Saliman Road
  • Carson City, NV 89701
  • UNITED STATES
  • http://www.pgcaptives.com

  • Pro Group participates in the analysis, formation and on-going management of captives as an approved captive manager in Arizona, Utah and Nevada.

Quadrant Insurance Managers

  • Mark Harris
  • mharris@quadrant-us.com
  • 614-841-1425
  • 470 Olde Worthington Rd., Ste 200
  • Westerville, OH 43082-9127
  • UNITED STATES

  • Writes E&O, D&O, EPLI for captives, RRGs, small stock and mutual companies. Creates and runs programs (MGA); designs and forms captives, trusts, and other ARTs.

Quadrant Insurance Managers

  • Douglas K. Ruml
  • druml@quadrant-us.com
  • 614-841-1425

  • Writes E&O, D&O, EPLI for captives, RRGs, small stock and mutual companies. Creates and runs programs (MGA); designs and forms captives, trusts, and other ARTs.

Reinsurance Technologies, Ltd.

  • Joel H. Bernstein
  • jbernstein@retechltd.com
  • 703-388-1099
  • 1420 Spring Hill Road, Ste 315
  • McLean, VA 22102
  • UNITED STATES
  • http://www.retechltd.com

Spring Consulting Group, LLC

  • Karin J. Landry
  • karin.landry@springgroup.com
  • 617-589-0930 (102)
  • 84 State Street, Ste. 500
  • Boston, MA 02109
  • UNITED STATES
  • http://www.springgroup.com

  • Spring Consulting Group, LLC provides strategic consulting services to insurance and financial services organizations throughout the world. Spring's executives have extensive industry and consulting expertise in areas such as life insurance, retirement services and health care. In addition to advising the insurance and financial services industry, the firm provides consulting directly to employers on the use of captive insurance facilities for employee benefits. Spring assists clients in all phases of strategy, assessment, development and implementation.

Summit Alliance Investment Group

  • Christopher K. High
  • chigh@sa-cm.com
  • 972-663-4337
  • 14785 Preston Road, Ste 1000
  • Dallas, TX 75204
  • UNITED STATES

  • We provide creative investment solutions and capital efficient ways to fund letters of credit. Through our network of partners, we build custom solutions for captives.

Towner Management Group

  • Stephen M. Brown
  • steve.brown@townermanagement.com
  • 802-861-2930 (3)
  • 148 College Street, Ste 204
  • Burlington, VT 05401
  • UNITED STATES
  • http://www.townermanagement.com