As a leader in the private placement space, we provide access to a broad base of traditional and alternative investments designed to meet the unique financial goals of your high-net-worth clients.
We are challengers of the status quo.
We put client needs and priorities first.
We prioritize long-term value.
We are committed to serving our clients, partners, employees, and communities.
Honesty and integrity drive every interaction.
We are always innovating new insurance-based solutions to deliver better outcomes.
30
years
of thought leadership and pioneering insurance-based solutions.
4th
largest provider
of Variable Universal Life Insurance in the U.S.
source: LIMRA
A-
(Excellent)
rating by AM Best
as of December 14, 2023
A trusted partner for major U.S. and global investment managers, financial institutions, banks, universities, pension funds, and family advisors.
$15B
assets under
administration (AUA)
as of December 31, 2024
A BroadRiver Asset Management Portfolio Company
*board member
