Captive and Reinsurance Services
We bring deep trust and investment experience to the complex world of captive and reinsurance structures. For decades, we’ve supported automotive reinsurance programs—including dealer‑owned captives and producer‑owned reinsurance companies—helping clients manage risk, strengthen governance, and protect long‑term value.
We apply that same approach to serve emerging sectors seeking sophisticated captive and reinsurance solutions. Our team delivers responsive partnership, rigorous oversight, and the financial strength needed to navigate an evolving risk landscape.
Why Choose BOK Financial
BOK Financial Corporation (BOKF) is a well-diversified financial services holding company with more than $53 billion in assets and $129.3 billion in total assets under management or administration.*
For more than a century, we’ve delivered comprehensive financial solutions through diverse revenue streams, successfully navigating multiple economic cycles.
With 75+ years of investment management experience and more than two decades serving captives, our clients rely on our proven foundation of stability, knowledge, and industry understanding.
Service catered to your unique needs
We tailor our services to the specific needs of participants in captive insurance companies—CFCs, NCFCs, and Group Captives. We also partner with all major beneficiaries, ceding companies, CLIP providers, and third-party administrators.
- $5.77 billion strong in captive assets.*
- 6,000+ accounts served across the U.S. and abroad.
- Streamlined investment management and trust services program.
Investment Services
We help ownership groups align investments with reinsurance objectives, focusing on improving returns while adhering to each reinsurer’s specific investment guidelines.
- Customized investment solutions
- Broad access to fixed-income and equity products
- Ongoing portfolio monitoring to maintain optimal cash balances
- Direct, personalized service from the professionals managing your assets
Trust Services
Our trust services deliver a streamlined, client-focused approach designed for the captive and reinsurance environment.
- Efficient account setup with minimal documentation
- Expertise with offshore company documentation
- Personalized trust administration
- Online access to statements and reports
* Figures as of June 30, 2026.