Investment Solutions for Insurance Captives
LOM Asset Management is a boutique investment management firm located in one of the largest captive domiciles. LOM has been serving the needs of captive managers, reinsurance companies, institutional and private clients for over 20 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 and the Cayman Islands, and are readily accessible for client presentations, reviews and updates. We focus on providing tailored investment mandates to captives.
The LOM Captive Program
LOM’s head office and asset management team is located in Bermuda, the largest captive domicile in the world, and with branch offices in the Cayman Islands, the world’s second largest captive domicle, LOM is best positioned to meet your needs. Our local relationship teams work in conjunction with our portfolio managers to tailor each portfolio to the needs of your captive and are available for face to face meetings.
Combining our suite of mutual funds with discretionarily managed portfolios allows us to meet the mandate and goals of your investment policy statement.
Asset Management Services
- Investment management
- Investment advisory services
- Custody services
- Cash management and international treasury services
- Investment policy consulting
Our blended fee structure is very competitive and includes 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.
Online Access and Flexible Reporting Capabilities
Our state of the art reporting and accounting system offers custom reporting and 24-hour access to your account.
Mandates combining a mix of fixed income and equities will be quoted a blended rate for the entire
portfolio. Fees may vary.
Actual management fees charged to be based on mutually agreed rates documented in discretionary agreement and mandate.