Other Services

Investment Advisory Services for Reinsurance accounts

Who we serve:

We provide comprehensive investment advisory services for select insurance companies, trustees, agents, and dealers.

How we add value:

Focus

We have extensive knowledge in the automotive reinsurance business, providing investment advisory services to reinsurance accounts as a core part of our practice since 1999. If needed, we can help coordinate a trustee with the insurance company, develop Investment Policy Statements and build investment models conforming to various state statutes.

Service

Our focus on reinsurance differentiates us from our peers and allows us to deliver a better client experience. Our ability to communicate with and educate our clients on the entire program provides a less fragmented and more streamlined experience for all involved parties. This also allows our clients to leverage our team’s knowledge and reduce their administrative burden.

Wells Fargo Advisors is not an insurance company and does not provide reinsurance. 

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals