Financial Services


CapVisor Associates, LLC

CapVisor Associates, an SEC registered investment advisor, is a captive advisory specialist. With more than 25 years of insurance asset management experience, over ten of which have been focused on providing highly customized investment asset management solutions to the alternative risk market, we offer: plan design, implementation (manager search) and monitoring.
 
Contact: Carl E. Terzer, Principal
P.O. Box 693
28 Rolling Hill Drive
Chatham, NJ 07928
Phone: (973) 219-7106 • Fax: (973) 301-6517
 
Comerica Bank
 
Comerica Bank has been servicing the special needs of captives for over a decade. Comerica assists corporations in setting up captive insurance companies by providing banking services (e.g. letters of credit, custody, Regulation 114 Trusts, and asset management) to the captives once they are up and running. Comerica is one of the leading banks servicing the captive insurance industry and is active in all major domiciles. Comerica is highly rated and NAIC-approved.
 
Contact:
Martin G. Ellis, Senior Vice President
411 West Lafayette Blvd., MC 3331
Detroit, MI 48226
Phone: (313) 222-9443 • Fax: (313) 222-5466
 
Premium Financing Specialists, Inc.
 
PFS was founded in 1977 and is the largest premium finance company in the U.S. in the number of accounts financed and fourth largest in premium dollars financed. PFS has distinguished itself by meeting the needs of insureds, agencies and insurance companies. Our size and financial strength enables us to handle any size account.
 
Contact:
Dick Crnkovich, Senior Analyst
427 West 12th Street, Suite 100
Kansas City, MO 64105
Phone: (816) 627-0556 • Fax: (816) 627-0502

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