Company Details

The goal of our firm is to support the establishment, implementation, and management of successful risk management/insurance programs designed to fit the individual needs of our clients.

The guiding principle behind our services is to provide individualized work products designed to respond to the particular needs of our clients.  We employ the most appropriate analytical tools to assist our clients in assessing the costs associated with their risk management programs.  We clearly and concisely present the results of our analysis in a logical, easy to follow format.

Our firm has four credentialed actuaries, five analysts and marketing and administrative support staff. We have two offices located in Charleston, SC,  Burlington, VT.

Types of Clients

• Captive Insurance Companies and Risk Retention Groups Domiciled in Arizona, Delaware, Hawaii, Kentucky, Missouri, Montana, Nevada, South Carolina, Tennessee, Utah, Vermont, Washington D.C., Bermuda, British Virgin Islands, Cayman, St. Lucia, St. Kitts, and other off-shore domiciles
• Self Insured Companies in Multiple Industries
• Self Insured Municipalities
• State Departments of Insurance
• Property and Casualty Insurance Companies
• Independent Insurance Agents
• Businesses looking to acquire or sell insurance entities
• Law firms, regulators and regulated entities  looking for expert witness support
• Companies looking to redeploy capital including Loss Portfolio Transfers and Runoffs

Industry Segment of our Clients

• Medical and Healthcare Organizations
• Construction Companies
• Educational Institutions
• Financial Services
• Franchises
• Global Consumer Products Companies
• Global Food Production and Services Corporations
• International Chemical Research and Production Corporations
• Media Companies (Print,T.V., Cable)
• Domestic Logging and Paper Production Companies
• Municipal and State governments
• Condominium Organizations
• Warranty Companies