Mission, Vision & Values

What we believe.

Mission Statement

Our mission is clear. We are working to be the best captive consultant in the country, to lead the alternative risk industry. We will become the best by aligning ourselves with the country’s finest insurance brokers and the highest-quality customers. We’ll get there by insisting that our customers as well as our brokers invest in the captive concept. And we’ll lead the industry by continuing to establish and maintain the highest level of professional and ethical standards.

Learn how we Do Business Boldly

Vision Statements

  • Customers — To be a valued, trusted and dependable business partner to our customers.
  • Agency Partners — To share our captive expertise and work together for our mutual customers’ best interests, creating added value and building long-lasting, trusted relationships.
  • Stakeholders — To act ethically and responsibly on behalf of shareholders and partners, and to continue to grow profitably and provide a return on their investment.
  • Employees — To create an energetic, fun work environment for employees that values and supports a high level of caring, professionalism and teamwork, and offers opportunities for professional and personal development. We strive to continue to grow with people who have a positive attitude and passion for our business.


  • Ethical behavior
  • Integrity-based decisions
  • Mutual respect at all times
  • Desire for excellence in all we do

Our People