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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:​​

  • ​Reinsurance & DOWC management experience across multiple administrators

  • Quick and efficient account opening

  • High touch service model

  • 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

  • Proprietary investment models built in house using mostly individual stocks and ETF’s to keep internal expenses low

  • Fee transparency. We charge an advisory fee and that’s it. No commissions, loads, statement fees, etc

  • Administrative staff that understands the intricacies of the reinsurance and DOWC models, and has been working with these accounts greater than 15 years

  • 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!


Our team of professionals is here for you.

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