CapVisor Associates Email Formats

Investment Management • Atlanta, Georgia, United States • 1-10 Employees

CapVisor Associates Email Formats

CapVisor Associates uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@capvisorassociates.com), used 83.3% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@capvisorassociates.com	83.3%
{first name}.{last name}	john.doe@capvisorassociates.com	16.7%

Key Contacts at CapVisor Associates

Paul Deeley

Svp, Director Of Business Development, Senior Consultant

Hilary Olson-Mechler

Regional Director

Company overview

Headquarters	Atlanta, Georgia, United States
Phone number	+19736656370
Website	capvisorassociates.com
NAICS	5231
SIC	628
Keywords	Asset Liability Management, Insurance Asset Management, Risk-Adjusted Returns, Active And Passive Investment Management Options, Insurance Investment Advisory, Investment Manager Performance Evaluation, Investment Program Reporting&Analytics, Strategic Asset Allocation Optimization, Investment Program Design
Founded	2008
Employees	1-10
Socials

About CapVisor Associates

CapVisor Associates, LLC, an SEC registered investment advisor, works exclusively with insurance companies. Collectively, we bring more than 150 years of “Insurance Asset Management” experience to correlate the insurer’s investment strategy with their business objectives, liability structure and regulatory environment. Our services are designed to help insurers with any, or all, 4 major components impacting their investment programs and their performance results. These critical investment program components are: 1. Investment plan design/redesign a. Investment Policy Statement b. Investment Guidelines c. Rebalancing Rule d. Performance Benchmarking 2. Strategic Asset Allocation (SAA) optimization a. Current portfolio risk/reward characteristic analysis: expected returns, volatility and correlations b. Optimized portfolio mixes proposed for improved risk-adjusted returns c. Allocation consulting for client’s unique risk/reward budget 3. Investment manager quantitative and qualitative analysis and/or manager selection a. Nominal and risk-adjusted performance analysis of current program b. Quantitative: Performance analysis of peer group managers using PSN enterprise database c. Qualitative: manager style analysis and insurance asset management expertise/capabilities assessments 4. Program oversight and control a. Management for the manager(s) b. Economic, Securities Markets portfolio positioning consulting c. Risk-adjusted investment program reporting and management investment consulting CapVisor services include: 1) Consulting- A “Rent-a-CIO” service helping clients to design and implement an optimal investment program; 2) Manager Evaluation/Search- quantitatively and qualitatively assessing potential new, complementary or replacement investment manager(s) suited specifically to meet the insurer’s requirements; 3) Project Work- A negotiated, fixed fee, al a carte selection of various investment servicing capabilities

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Entry

Senior

Employees by Department

CapVisor Associates has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

CapVisor Associates has never raised funding before.

Frequently asked questions

CapVisor Associates is located in Atlanta, Georgia, US.

You can reach CapVisor Associates at +19736656370.

CapVisor Associates was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.

CapVisor Associates has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at CapVisor Associates

Paul Deeley

Svp, Director Of Business Development, Senior Consultant

Hilary Olson-Mechler

Regional Director

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