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Insurance Companies

WB Capital Management Inc. has an extensive history of service to insurance companies of all sizes and lines. Insurance company asset management requires a unique set of skills and experience. Our experience enables us to provide investment solutions focused on the specific needs of our insurance company clients and to help them achieve their investment and operational goals.

Services provided:

  • Comprehensive portfolio management
  • Assistance in developing investment policy statements
  • Investment portfolio modeling and analysis
  • Assets/Liability management review
  • Asset management accounting services
  • Dynamic & static cash flow testing
  • Regulatory filings (AM Best / NAIC)
Investment products provided by
WB Capital Management Inc. are:
NOT FDIC Insured | May Lose Value | No Bank Guarantee
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