Performa Email Format

Investment ManagementSouth Carolina, United States11-50 Employees

Performa, based in Charleston, South Carolina, is an institutional investment management firm focused on captive insurance companies in the U.S. and abroad. It positions itself as one of the largest independent asset managers devoted to the captive sector, with offices in Bermuda, Vermont, and South Carolina. The firm combines internal fixed income and equity strategies and maintains preferred sub-advisory relationships in key asset classes to address the regulatory, risk-management, and liability-management needs of captive clients. As a 100% employee-owned firm with more than 30 years in captive asset management, Performa emphasizes continuity, experienced teams, and flexible thinking. It provides clients with direct access to their servicing and portfolio management teams and supports balance sheet management wherever a captive insurer is domiciled.

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