Performa is an institutional investment management firm catering to Captive Insurance companies in the U.S. and abroad. We are one of the largest independent asset managers dedicated to the Captive industry. Our offices are located in the key Captive domiciles of Bermuda, Vermont and South Carolina.
Our internal fixed income and equity strategies, coupled with preferred sub-advisory relationships in key asset classes, are geared towards the regulatory, risk management and liability needs of our Captive Insurance clients.
We're a 100% employee owned firm with over 30 years of asset management within the Captive industry. Continuity of our approach, the longevity of our team and a flexibility in our thinking are our hallmarks.
Wherever your Captive Insurance company is domiciled, Performa can assist in achieving maximum efficiency with the right balance sheet management. Our clients never wonder who is actually managing their investments with a direct line of contact to their servicing and portfolio management team.
Company Details
- Employees
- 23
- Founded
- -
- Address
- Peforma Limited (Us) Llc,
- Phone
- (441) 295-6754
- hb****@****orma.bm
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- performaltd.com
- Keywords
- Belief Driven Invesment Culture and Process, Fixed Income and Equity Portfolio Management, Asset Allocation, Captive Insurance Investment Partnerships, captive funds, investment management, fixed income, risk management.
- HQ
- Hamilton, BM | Burlington, VT | Charleston, SC
Performa Questions
Performa's helpline number is (441) 295-6754
Performa's website is performaltd.com
Performa's LinkedIn profile is https://www.linkedin.com/company/performaltd
Performa has
23 employees.
View email and phone details for 23
employees at Performa.
Performa's industry is
Investment Management
Performa's support email address is hbarit@performa.bm
Performa's categories are Investment Management
Performa's founding year is 1992
