Niche Focus Performa is a 100% employee-owned, independent asset manager specializing in Captive Insurance clients with offices in Bermuda, Vermont, and South Carolina, signaling a highly defined, B2B sales target in captive domiciles and risk-managed fixed income and equity strategies.

Longstanding Expertise With over 30 years in asset management for the captive industry and a continuity-driven, team-based approach, Performa offers a stable, trusted partnership potential for institutions seeking reliable, trackable investment oversight.

Direct Client Servicing Clients receive a direct line to their servicing and portfolio management team, highlighting a high-touch service model that can be leveraged to upsell additional advisory and sub-advisory capabilities to captive customers.

Tech Enablement Utilization of cloud and web platforms (AWS, Squarespace, WordPress, Mailchimp) suggests modernization and potential for scalable reporting, client portals, and enhanced data delivery for Institutional clients.

Growth Readiness Revenue range indicates substantial scale with mid-market potential; combined with a niche market footprint, there are opportunities to expand product offerings, advisory services, and strategic partnerships within the captive insurance sector.