More than investment: a client-first approach to captives

Dale McCann · Captive Review

Dale McCann discusses YCM’s client-first approach to captive investing, including tailored strategies, long-term relationships and collaboration across the advisory team.

2Q 2026 Quarterly Market Review

Ed Goard, CFA

Tax lot harvesting: Enhancing after-tax returns for captive insurance portfolios

Kevin Yousif, CFA

Explores how disciplined tax lot harvesting can reduce tax drag and improve after-tax returns for taxable captive insurance portfolios.

1Q 2026 Quarterly Market Review

Ed Goard, CFA

One Vision, Two Disciplines: The Partnership Keys to Captive Success

Ed Goard, CFA · Gregory W. Fears, Jr.

Examines how coordination between actuaries and investment managers can better align assets, liabilities, liquidity needs, and long-term captive objectives.

4Q 2025 Quarterly Market Review

Ed Goard, CFA

3Q 2025 Quarterly Market Review

Ed Goard, CFA

From Roots to Returns

Kevin Yousif, CFA

Kevin Yousif discusses YCM’s growth, the evolving captive insurance market, and how investment strategies are adapting to changing economic and client needs.

2Q 2025 Quarterly Market Review

Ed Goard, CFA

Bridging the Gap

Dale McCann · Jessica Dontas

Explores how stronger collaboration between captive managers and investment managers can improve risk oversight, liquidity planning, and long-term financial outcomes.

Strategic Value of BBB-Rated Bonds in Investment-Grade Portfolios

Ed Goard, CFA · Jim Kelts, CFA · Sam Gilbert, CFA

Explains how selective exposure to BBB-rated bonds can enhance yield, diversification, and risk-adjusted return within captive investment portfolios.

1Q 2025 Quarterly Market Review

Ed Goard, CFA

Positioning Captive Portfolios for the Next Phase

Ed Goard, CFA

Examines how captive insurers can adjust portfolio duration, credit exposure, and equity allocations as the interest-rate environment evolves.