CapVisor Associates, LLC

CapVisor Associates, LLC

CapVisor Associates, an SEC-registered investment advisory firm, works with Captives to provide highly customized services to optimize their investment program’s results. We bring more than 100 years of combined insurance asset management experience to correlate investment strategies with business objectives.

219 Main Street #693
Chatham, NJ 07928
973-665-6370

CapVisor works exclusively with Insurance entities. Following a rigorous evaluation of the clients situation, CapVisor Associates works collaboratively to design and implement customized investment programs or specific strategies in accordance with the insurer’s liabilities, liquidity requirements, risk budget, regulatory, accounting and tax situation. We use an unbiased, multi-manager approach for manager selection, manager review & performance analysis. Our tailored solutions often include investment strategy and guideline design, benchmark customization and strategic and tactical portfolio optimizations.

CapVisor Associates is a trusted advisor to clients, acting as an extension of their executive management team, to provide investment program enhancements and value- added services with expertise, diligence and integrity.

Consulting – Rent-a-CIO- CapVisor provides: Investment policy design/revision; Benchmark construction or revision; Strategic Asset Allocation selection/customization; Portfolio optimization, tax efficiency analysis, etc.; Manager(s) selection (ManagerMatch); Transition support and implementation; Relationship management; Investment program maintenance and control; Strategy evaluation, tactical portfolio oversight; Performance measurement (risk-adjusted, after tax) & attribution

Manager Selection- Replace or augment Manager Roster-CapVisor provides: Guidance and expertise in manager evaluation/selection at manager’s cost; Evaluation of client situation (LOB’s, Risk Profile, etc.) and investment requirements; Pre-screened insurance asset manager candidates from our proprietary network for review by client; Transition support and implementation; Relationship management, program maintenance and control, performance measurement (risk-adjusted, after tax)

Special Projects – Strategic Asset Allocation Analysis; Tactical Portfolio Optimizations; Reinsurance Program Analysis; Investment Analytics; Specialized Reporting; LOC vs. Reinsurance Trust Analysis; Vendor Selection; Schedule D accounting and reporting, Custodian, Securities Lending Agent, Trustee, Banking Services

CapVisor works exclusively with insurance companies. Management brings 100 years of combined experience in insurance asset management. Experienced P&C, L&H, and ART insurers, on and off-shore, new formation to run-off, $3 MM to multi-billion dollar entities. Expertise in domestic and international: core and specialty fixed income, equities, real estate and alternatives. Specializing in: providing “solutions” for small to mid-sized companies; specific mandate placements typically for larger insurers; total investment process outsourcing solutions, as appropriate. Frequent industry speakers/editorial contributors.

Present and former memberships/affiliations include: PCIA; National Association of Mutual Insurance Companies (NAMIC); American Council of Life Insurers (ACLI); Physicians Insurers Association of America(PIAA); National Risk Retention Association (NRRA) ; Insurance Accounting & Systems Association, Inc. (IASA); LOMA; Securities Exchange Commission (SEC) Registered Investment Advisor; Financial Industry Regulatory Authority (FINRA) – Series 66; Vermont Captive Insurance Association (VCIA); Captive Insurance Council of District of Columbia (CIC-DC); Self Insurance Institute of America (SIIA)


Carl E. Terzer
Principal & Founder
Email: carl.terzer@capvisorassociates.com
Joseph specializes in investment strategy design, strategic asset allocation, ALM, risk management, investment manager selection and oversight, financial planning for domestic and international insurers, reinsurers and alternative risk transfer programs (captives and self-insurance pools), and extensive experience in US, Bermuda and Lloyd's market places. 

Joseph LoPorto
Managing Director, Senior Consultant
Email: joseph.loporto@capvisorassociates.com 
Joseph specializes in investment strategy design, strategic asset allocation, ALM, risk management, investment manager selection and oversight, financial planning for domestic and international insurers, reinsurers and alternative risk transfer programs (captives and self-insurance pools), and extensive experience in US, Bermuda and Lloyd's market places. 

 Dave Moore
Managing Director 
Email: david.moore@capvisorassociates.com 
David is an investment strategist and strategic asset allocation. With more than 30 years in the investment business and 25 years working with complex, large insurance companies, he now applies this expertise to insurers of all sizes in his role as a senior consultant.

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