Modern Capital Executive Solutions is a leading consulting firm in the non-profit space, with a niche specialty in key personnel retention/reward programs, as well as investment & expense mitigation. With over 75 years of combined experience working with Non-Profit Organizations, we are better positioned, than ever, to deliver solutions consistent with the objectives of our clients.
How We Help
All plans we design, implement, and service are backed by the long-term resources of our parent company Modern Capital.
Each client is assigned an in-house service team, not a third party administrator or impersonal call center, to respond to your needs and manage the daily requirements of your benefit plan.
You and your participants have online access to the benefit plans. All of your due diligence and carrier reports, accounting entries, policy values, and more are available online in a secure, SOC 1 certified portal.
Ongoing Regulatory Compliance
Your client service team is supported by the South Carolina based law firm of L.W. Cooper Law Office, experts in state and federal regulations affecting executive benefits.
Modern Capital Executive Solutions engages the law ﬁrm of L.W. Cooper Law Office to represent client interests to state and federal regulatory agencies. The ﬁrm maintains direct relationships with these agencies and are frequent speakers at regulator events.
Modern Capital Executive Solution’s history of consulting on key personnel retention/reward programs, as well as investment & expense mitigation, extends more than twenty years.
Founded in 2000, Rethink, LLC managed the operations of insurance and investment companies for a decade before creating its own investment advisory, broker dealer and risk management businesses. Today Rethink operates under Modern Capital Inc, managing two FINRA registered broker dealers, a retail Registered Investment Advisor, an institutional Registered Investment Advisor and a full-service insurance agency. Further, the creation of Modern Capital Executive Solutions led to our specific focus/vision to specialize in developing executive benefit plans, as well as investment & expense mitigation, for the non-profit industry.
More specifically, we know there isn’t a secret sauce for designing executive solutions. Frankly, it’s a back-to basics approach—due diligence, compliance, and service—that outperforms all others. Throughout the many changes in the non-profit sector, our focus on safety and soundness has not changed. From design and implementation, to on-going servicing & administration, we carefully monitor your plans to ensure compliance and performance in the face of changing regulations and markets.
Managing Partner, CEO
Head of Business Development, CMO
SVP Design & Administration
SVP Client Service
Director of Underwriting