Investment Management for Captive Insurance

Regions can serve as investment manager for your organization’s captive insurance needs.

Our Institutional Trust team consults with companies that are looking to develop a Captive Insurance solution. Transitioning to an outsourced controlled entity helps the organizations we work with to manage certain risks, streamline services, and better control costs. Regions serves as a single-source financial provider and offers a combination of investment and fiduciary services.[1]

Our specific offerings include:

  • Investment management
  • Fiduciary services
  • Customized account management
  • Support developing unique investment policy statements
  • Claims management

Benefits to Clients

  • Tighter control of insurance costs
  • Improved claims management
  • Enhanced operating practices
  • Improved risk management
  • Opportunity to steer the commercial insurers’ profit to reserves or their bottom line

Connect with our team to determine how Regions can help your organization with captives.