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
- Exposure to Capital Markets
- Flexible and Customizable
- Transparent and Liquid
Corporate Owned Life Insurance (COLI) and Structured Notes
- Principal Protection
- Indexed Options with a capped upside, but a floor of 0%
- Non-liquid
Guaranteed Arrangements
- Guarantees are contractual
- High Credit Quality
- Not subject to mark to market accounting
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?