Capstone Associated Services, Ltd.
Daniel Calderon
VP, Head of Operations
Houston, TX 77056
Phone: (713) 800-0550
Email: mark@capstoneassociated.com
Website: www.CapstoneAssociated.com
Capstone Associated Services, Ltd. has set a high standard for sophisticated captive and alternative risk planning for middle market businesses. In collaboration with The Feldman Law Firm LLP, and having established over 175 captive insurance arrangements over the past 17 years, the company has designed and implemented tailored captive insurance coverages across multiple industries. Since 1998, Capstone and The Feldman Law Firm LLP have successfully defended clients in tax court, whereas competitors might outsource this function or disclaim it from their services completely. In fact, the team was successful in winning the dismissal of three tax court captive insurance controversies in 2014, 60 in total. Clients and advisors trust Capstone to handle the design, implementation, and ongoing management of captives as the company has built a reputation on sophisticated planning, without cutting corners.
Captive Planning Associates, LLC
John Capasso
President | Ceo
Marlton, NJ 08053
Phone: (888) 305-8889
Email: jcapasso@captiveplanning.com
Website: www.captiveplanning.com
Captive Planning Associates is a boutique captive management firm specializing in innovative alternative risk solutions to closely-held family-owned businesses and large corporations. The firm is known for its holistic approach to the design, formation and implementation of captive insurance companies through its single-source, turn-key approach to risk management.
Elevate Risk Solutions, LLC
Jerry Messick
CEO
Oklahoma City, OK 73108
Phone: (405) 550-2651
Email: jerry@elevaterisk.solutions
Website: https://www.elevaterisk.solutions/
Elevate is a captive consulting company that focuses on the creation and management of captive insurance companies. We have many, many years of captive experience and love what we do. We are extremely service intensive and everything we do is focused on doing what's right from our clients perspective.
Enterprise Risk Strategies
Robert Nizzi
President
Mesa, AZ 85215
Phone: (913) 981-0515
Email: rnizzi@eriskstrategies.com
Website: www.eriskstrategies.com
Enterprise Risk Strategies (ERS) is a team of professionals with more than 100 years of combined insurance, alternative risk, PIC formation and PIC management experience. Our team has participated in the formation and management of over 200 PICs. We have a vast range of insurance expertise including brokering multinational accounts, creating and administering national programs, and PICs and alternative risk design and placement for both local and global accounts.
Independent Captive Manager Services, LLC
Robert Giordano
Principal/Manager
Wilminton, DE 19801-1186
Phone: (800) 708-5559
Email: ips4@indpndnt.com
Independent is an authorized Captive Management Firm with the State of Delaware that provides Consulting And Design services for ERISA self-insured plans' including implementation, operational services, along with management services, and regulatory requirements within the applicable domicile.
Intuitive Indemnity, Inc.
Rick Eldridge
President & CEO
Greenwood Village, CO 80111
Phone: (720) 382-2100
Email: reldridge@intuitivecompanies.com
Website: www.intuitivecaptivesolutions.com
Intuitive Captive Solutions works with brokers and firms to create and manage domestic enterprise risk captive insurance companies. Known simply as enterprise risk captives, these specialized insurance companies can help businesses achieve a greater level of security while generating additional tax benefits and revenues for the companies that form them.
IPFS Corporation
Richard Crnkovich
Vice President
Puyallup, WA 98371
Phone: (253) 466-3583
Email: dick.crnkovich@ipfs.com
Website: www.ipfs.com
Imperial PFS® offers premium financing solutions for the commercial and personal property insurance industry. For more than 38 years, we have built solid relationships with agency partners and insurance companies. Together, we’ve developed innovative services and flexible programs that grow agency and carrier business that furthers client relationships. We are dedicated to our partners because we only succeed when you do.
Keystate Captive Management
Ronald Samuels
Managing Director Delaware
Wilmington, DE 19806
Phone: (302) 425-5158
Email: rsamuels@key-state.com
Website: www.key-state.com
KeyState has provided community banks with innovative investment and risk management services for decades. Founded in 1991, KeyState serves over 140 community and regional banks throughout the US. KeyState is the country’s largest provider of Captive Management Services to community banks..
MIJS Captive Management LLC
Matthew Howard
Partner
Marietta, GA 30060
Phone: (770) 795-5022
Email: mjhoward@mijs.com
Website: http://www.mijs.com/captive/
MIJS manages 103 captives in 8 US domiciles and operates a wholly owned reinsurance captive which facilitates sharing of risks for its captive clients. MIJS provides day-to-day management services, assists with IRS audit issues (100% no change results), handles advanced trust & estate issues and corporate governance of the captive.
Oxford Risk Management Group
Susan M. Euteneuer
General Counsel & Chief Compliance Officer
Sparks, MD 21152
Phone: (410) 472-6490
Email: SEuteneuer@OxfordRMG.com
Website: www.OxfordRMG.com
Oxford Risk Management Group specializes in conducting captive feasibility analysis and coordination of turn-key captive insurance company arrangements, both domestically and internationally. As an alternative risk and captive insurance research and consulting company, we focus on coordinating design, implementation, regulatory approval and management of new captive insurance companies. We have earned a reputation as one of the premier providers of conservative captive insurance structures in the industry.
Pinnacle Actuarial Resources, Inc.
Rob Walling
Principal and Consulting Actuary
Bloomington, IL 61704
Phone: (309) 807-2300
Email: rwalling@pinnacleactuaries.com
Website: www.pinnacleactuaries.com
Pinnacle Actuarial Resources, Inc. is an independent actuarial consulting firm ranking among the largest property/casualty actuarial firms in the US. Pinnacle serves hundreds of clients, including 18 of the 30 largest policyholder-owned captives, many captive managers, auditors and captive regulators and other captive owners, self-insured employers and groups.
Pro Group Captive Mangement Services
Renea Louie, ACI, ARM, Fellow
Chief Operations Officer
Carson City, NV 89701
Phone: (775) 283-4237
Email: ReneaLouie@pgmnv.com
Website: www.pgmnv.com
Award winning global leading captive manager specializing in alternative risk transfer solutions and serving onshore domiciles offering feasibility, formation, operations, financial reporting, statutory compliance and much more. We have the expertise to serve and customize partnerships with each individual client.
River Oak Risk, LLC
Kimberly Bunting
Chief Operating Officer
Atlanta, GA 30339
Phone: (404) 902-5738
Email: kbunting@riveroakrisk.com
Website: www.riveroakrisk.com
River Oak Risk is an independent captive management company offering innovative and flexible options to deliver a full range of alternative risk transfer strategies to middle market closely held businesses. Services include captive insurance management, captive repair and risk management consulting. River Oak Risk delivers a comprehensive risk management program, not just a tax focused entity.
Strategic Risk Solutions
Rebecca Hale
Regional Manager
Washington, DC 20009
Phone: (802) 393-3401
Email: rebecca.hale@strategicrisks.com
Website: www.strategicrisks.com
The Taft Companies LLC
Matt Holycross
Director of Finance
Towson, MD 21286
Phone: (877) 587-1763
Email: matt.holycross@taftcos.com
Website: www.taftcos.com
The Taft Companies is a captive management firm that excels at creativity in captive structural design and ART market knowledge.
