Expertise - Institutional Asset Management

Alternative Investments to Help Increase Non-Interest Income to the Bottom Line

Whether the need is to cover / offset increasing employee benefit costs, increase the “Spend”, and/or find ways to enhance the P&L, Modern Capital Executive Solutions has a fully integrated process for analyzing and managing all or part of your investment portfolio. Through the use of advanced analytics, we can model and stress-test every asset portfolio. In addition, our expertise allows us to recommend alternative portfolio allocations that could optimize performance and risk mitigation.

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

(Aggressive) Variable Investments – Mutual Funds, ETFs, Stocks, & Hedge Funds

(Moderate) Structured Products – Index Universal Life COLI & Structured CDs / Notes

(Conservative) Fixed Investments – Funding Agreements, Annuities, & Fixed Account COLI

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?