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 experience delivering exceptional service and pioneering insurance-based solutions
$18B+
in Assets Under Administration
as of December 31, 2025
A-
(Excellent)
rating by AM Best
as of November 26, 2025
A trusted partner for major U.S. and global investment managers, financial institutions, banks, universities, pension funds, and family advisors.
$16B
assets under
administration (AUA)
as of September 30, 2025
A BroadRiver Asset Management Portfolio Company
A BroadRiver Asset Management Portfolio Company
*board member
