Independently Owned

We are a local, independently owned Vermont firm with strong ties to this State. We serve as your independent resource and connection to the Vermont Regulators as well as to the banking and insurance community.

We believe in giving back to our local community and being proactive with environmental issues. We have supported Vermont owned companies by purchasing our office furniture from local Vermont artisians. We support and adhere to Burlington's recycle policies.

We are strategically different than any other captive management firm:

• We place a high value on internal controls.
• We offer the highest level of service and sophistication with flexibility to meet your requirements and standards every day.
• We work with national brokerage firms and regional brokerage firms of all sizes.
• We tailor our services to your operations.
• Our management fees are calculated and determined on a client by client basis. Our fees are reasonable and much less than the large brokerage firms. We want your business for the long term and look forward to building this relationship with you.
• Our overall philosophy of managing captives is to provide flexibility. Captive management is more than accounting... we problem solve for you.

We are Vermont’s foremost independent captive management firm. We are conveniently located in South Burlington, with easy access to the Airport.