Investment Management for Captive Insurance

Wealth Management

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

Let a member of our team guide you through the captive insurance space.

Call us at 1-800-REGIONS