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Captive and Reinsurance Services

Working with an experienced team is essential for successfully forming and operating a captive. In addition to a fronting carrier, captive manager and others, you need a proven trust and investment partner. We’ve spent more than two decades gaining a deep understanding of your trust and investment needs, and our team of dedicated professionals can help you every step of the way.

For more information about our streamlined investment management and trust services program, please call 833-280-7672 or complete the form and we will contact you.

Customer allocating his auto assets with BOK personell with our investment and trust services.

Why Choose BOK Financial

Co-workers discussing an investment proposal.

Service catered to your unique needs

We cater our services to the unique requirements of participants in captive insurance companies, including CFCs, NCFCs and Group Captives. We partner with all major beneficiaries, ceding companies, CLIP providers and third-party administrators.

  • $3 billion strong in captive assets.
  • Serving more than 3,500 companies across the U.S. and abroad.
  • Streamlined program with investment management and trust services.

Investment Services

We can assist your ownership group in allocating your assets with a goal of improving returns within the framework of the investment guidelines particular to each reinsurer.

  • Customized investment solutions.
  • Broad base of fixed-income and equity products.
  • Investment portfolios are continually monitored to help ensure that cash balances are maintained at an optimal level.
  • Professional, personalized service provided by the individuals managing your assets.

Trust Services

We provide an experienced and efficient approach to your captive trust needs with a customer-centric focus.

  • Efficient and simple review process with minimal documentation needed at account opening.
  • Familiarity with offshore companies and documentation.
  • Personalized trust administration.
  • Online access to statements and reports.