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Optimizing captive investments for growth and security

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Investment Management Solutions for Captive Insurance Organizations of All Sizes

Captives operate in an increasingly complex investment landscape. As risk management costs climb and certain exposures become harder to insure, organizations are seeking more effective ways to manage their total insurance costs. At Yousif Capital Management, our dedicated team takes a personalized, solutions-driven approach to help captives align their investment strategies with liability and liquidity needs–minimizing risk, optimizing performance, and supporting each organization’s distinct objectives.

IPS Development 
& Recommendations

Compliance Monitoring

Portfolio Oversight

Portfolio Rebalancing

Performance Monitoring

Asset Allocation

Benchmark Evaluation
Roll Reporting

Cash Flow Management

Full Discretionary 
Management

IPS Development 
& Recommendations

Compliance Monitoring

Portfolio Oversight

Portfolio Rebalancing

Performance Monitoring

Asset Allocation

Benchmark Evaluation
Roll Reporting

Cash Flow Management

Full Discretionary 
Management

Strategic Investment Solutions For Long Term Success

Yousif Capital Management is trusted to manage billions in global stock and bond portfolios.**

Experience and expertise in the captive industry

Discover how Yousif Capital Management’s expertise, tailored solutions, and comprehensive services help businesses navigate the complexities of captive insurance.

Understanding custody


Gain expert insights from the YCM team into custody solutions for captive insurers, including a clear overview of custodian responsibilities and their critical role in managing assets.

Guidance on collateral

Leverage Yousif Capital Management’s expertise to explore collateral solutions for captive insurers, including insight into eligible collateral types used in fronted insurance programs.

Our Captive Publications

From roots to
returns

Captive Insurance Times
Kevin Yousif, CFA

VIEW ARTICLE

Positioning captive
portfolios for the
next phase

Captive Insurance Times
Ed Goard, CFA

VIEW ARTICLE

Strategic value of BBB-rated bonds in investment-grade portfolios

Captive Insurance Times
Ed Goard, CFA, Jim Kelts, CFA, Sam Gilbert, CFA

VIEW ARTICLE

Bridging the gap

Captive Insurance Times
Dale McCann

VIEW ARTICLE

Our Captive Insurance Team

kevin k. yousif, cfa

President

[email protected]

ED GOARD, CFA

Chief Investment Officer

[email protected]

Sam Gilbert

Dale McCann

Director of Sales & Marketing

[email protected]

CFA Institute is a global advocacy group dedicated to improving our investment markets and educating the financial community. CFA Institute is the sponsor of the CFA Charter and can be found at www.cfainstitute.org.

Industry recognition for our risk-focused approach

Yousif Capital Management earned the PSN Top Guns 6 Star award in multiple categories, as well as the Manager of the Decade award for its Short Term Fixed (1-3 A or better) strategy. The Manager of the Decade award is based on the 10-year period ending December 31, 2024. The PSN Top Guns award list, published by Zephyr, highlights top-performing separately managed account strategies, distilled through rigorous performance-based selection criteria.
** Assets under management as of 6/30/25. Yousif Capital Management, LLC (“YCM”) is an SEC registered investment adviser based in Bloomfield Hills, MI. Registration does not imply a certain level of skill or training. A more detailed description of YCM, its management team and practices can be found in the firm’s Form ADV Part 2A which can be requested by contacting the company or at the company’s website at yousifcapital.com or https://adviserinfo.sec.gov.