Expertise – Institutional Asset Management

Expertise - Institutional Asset Management

Increase Non-Interest Income to the Bottom Line

Modern Capital Executive Solutions has a fully integrated process to analyze and manage your investment portfolio. Our clients are able to fund their benefit costs and simultaneously enhance their P&L. We mitigate risk by stress-testing investment portfolios and recommend alternative asset allocations, when appropriate.

Alternative Investments include a variety of options (based on time horizon, liquidity needs, risk tolerance, etc.), including:

Mutual Funds, ETFs, Separately Managed Accounts (SMAs) & Hedge Funds

Corporate Owned Life Insurance (COLI) and Structured Notes

Guaranteed Arrangements

Interested in Learning More?

The best way to get started is to schedule an informal discovery call where we discuss at a high level your challenges and what you wish to accomplish.

Our client relationships often start with an educational session (which may include your leadership team, board of directors, or both) to explain how the different types of plans work.

Ready to send a RFP/RFI? Interested in an informal discovery call and/or educational session?

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