This group exists to help us better serve our insurance clients. We attend conferences, monitor the regulatory environment, and share our knowledge and experience firm-wide. This helps provide a higher degree of comprehensive service to your organization.

Client-Centric Process

The unique needs and objectives of our insurance clients are at the center of our process. Insurance company needs may range from Asset Liability Management (ALM), operating income needs, portfolio yield targets, tax considerations, product development, and risk management, so we take all of your specific goals into consideration when creating the optimal portfolio for your company.

Comprehensive Investment Products

Western has built a wide range of sophisticated investment products and solutions designed to help insurance organizations meet their unique investment challenges and achieve growth goals, while mitigating risk and minimizing administrative requirements. These products and these solutions can help your organization manage its risk-based capital in an appropriate manner to help you with applicable regulations and keep you focused on achieving your financial goals.

Regulatory Awareness

Our group of financial professionals has decades of experience working with insurance organizations. We know that your organization is affected by a changing regulatory environment, investment risk management, and other business and operating concerns. As part of our commitment to our clients, we monitor this changing environment and report our findings through thought leadership.

All-Inclusive Solutions

At Western, we can help your company solve its challenges and capitalize on opportunities related to its strategic mission. Whether you are a Captive, Re-Insurer, Property & Casualty, Life, Health, or Specialty Insurance company, we offer a robust suite of capabilities and resources, including Outsourced Chief Investment Officer and Asset Liability Modeling offerings, to help you achieve your unique goals and objectives. We can work in a consultative role with your management team, allowing your organization more time to focus on its strategy.