Reinsurance and Dealer Owned Warranty Company (DOWC) Portfolios
A significant focus in our practice has been providing excellent service and asset management guidance to auto dealers and their reinsurance & DOWC service partners. Our strengths include:
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Reinsurance & DOWC management experience across multiple administrators
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Quick and efficient account opening
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High touch service model
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Investment management that adheres to each administrator’s Investment Policy Statement (IPS) yet attempts to maximize returns within the guidelines driving more profit to the Reinsurance Company
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Proprietary investment models built in house using mostly individual stocks and ETF’s to keep internal expenses low
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Fee transparency. We charge an advisory fee and that’s it. No commissions, loads, statement fees, etc
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Administrative staff that understands the intricacies of the reinsurance and DOWC models, and has been working with these accounts greater than 15 years
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Advise reinsurance companies in other areas like dealer 401(k)s, retirement plans, personal wealth management, business account management, private equity, real estate, and more!
