Brightstone Capital is an independent wealth management firm focused on serving the investment needs of captive insurance companies on a global basis. Our goal is to take advantage of market opportunities while also managing our clients’ exposure to investment risk. Our focus is on our clients’ liquidity needs and risk profile.
Our financial advisors have over 75 years combined experience in international wealth management with an in-depth understanding of the challenges, goals, preferences, styles and strategies that distinguish captive insurance companies. As a truly global institution, we have an acute knowledge of financial opportunities and their potential risks. This combination better positions us to develop, structure and execute strategies for our clients’ most important financial needs.
At Brightstone Capital, we firmly believe on helping our clients succeed by following a disciplined consultative process:
Initial assessment to determine risk profile and time horizon
Develop and implement customized investment policy and plan
Ongoing monitoring and active management of investment portfolio
Periodic reviews of investment portfolio and risk profile