Performa Information

Performa is an institutional investment management firm catering to Captive Insurance companies in the U.S. and abroad. We are one of the largest independent asset managers dedicated to the Captive industry. Our offices are located in the key Captive domiciles of Bermuda, Vermont and South Carolina. Our internal fixed income and equity strategies, coupled with preferred sub-advisory relationships in key asset classes, are geared towards the regulatory, risk management and liability needs of our Captive Insurance clients. We're a 100% employee owned firm with over 30 years of asset management within the Captive industry. Continuity of our approach, the longevity of our team and a flexibility in our thinking are our hallmarks. Wherever your Captive Insurance company is domiciled, Performa can assist in achieving maximum efficiency with the right balance sheet management. Our clients never wonder who is actually managing their investments with a direct line of contact to their servicing and portfolio management team.