Performa Information

We know what we do well and concentrate on that. Performa is an institutional investment management firm catering to Captive Insurance companies both in the U.S. and abroad. We are one of the largest independent asset managers dedicated to the Captive industry with offices 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 - and no one else. We're a 100% employee owned firm celebrating 30 years in 2022. 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.