Captive Insurance Asset Management
LOM Asset Management is a boutique investment management firm strategically located in many of the largest captive domiciles. LOM has been serving the needs of captive managers, reinsurance companies, institutional and private clients for over the past 18 years. We offer comprehensive investment solutions and manage a wide array of investment products designed to meet your captive requirements. We have relationships with captive managers in Bermuda, Cayman, and The Bahamas and are readily accessible for client presentations, reviews and updates. Our service is particularly popular amongst small to medium size clients utlizing captive managers in our jurisdictions. We pride ourselves in providing full account services to even our smallest clients.
Our relationship team works in conjunction with our portfolio managers to tailor each portfolio to the individual needs of your captive. Combining our suite of mutual funds with discretionarily managed portfolios allows us to meet the mandate and goals of your investment policy statement. are continually updated and posted online as a way to encourage continual policy improvements.
Asset Management Services
- 4 and 5-star Morningstar rated funds
- Investment management
- Investment advisory services
- Custody services
- Cash management and international treasury services
- Investment policy consulting
This unique program leverages our relationsips with Barclays, Comerica, JPMorgan and UBS, industry leaders to provide collateral services to captives, at a lower cost. By creating a competitive market for your collateral needs, we are able to minimize costs when our partners issue Letters of Credit and/or form 114 Trusts.
Our tiered fee structure starts as low as 20bps (0.20%) and includes our investment management, administration and custody services at no-added cost. This unique fee structure offers a cost benefit as compared to using a separate investment manager and custodian bank.
Our state of the art reporting and accounting system offers custom reporting and 24-hour access to your account. For sample reports please follow the links below:
Available Investment Products