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Captive and Reinsurance Services

Working with an experienced team is essential for the successful formation and operation of a captive. In addition to a fronting carrier, captive manager and others, you need a proven trust and investment partner. With more than $2 billion in captive assets, we understand the trust and investment needs you’ll be facing and can help you every step of the way.

For more information about our investment and trust services, please call 833-280-7672 or complete the form and we will contact you.

Customer allocating his auto assets with BOK personell with our investment and trust services.

Why Choose BOK Financial

Investment Services

We can assist your ownership group in allocating your assets with a goal of improving returns within the framework of the investment guidelines particular to each reinsurer.

  • Customized investment solutions.
  • Broad base of fixed-income and equity products.
  • Investment portfolios are continually monitored to help ensure that cash balances are maintained at an optimal level.
  • Professional, personalized service provided by the individuals managing your assets.

Trust Services

We provide an experienced and efficient approach to your captive trust needs with a customer-centric focus.

  • Efficient and simple review process with minimal documentation needed at account opening.
  • Familiarity with offshore companies and documentation.
  • Personalized trust administration.
  • Online access to statements and reports.