GET THE MOST OUT OF YOUR REINSURANCE ACCOUNT AND MAXIMIZE THE POTENTIAL FOR YOUR ENTIRE WEALTH PICTURE
INVESTMENT SERVICES FOR AUTO REINSURANCE
With more than 15 years of experience working with auto dealerships and their owners, Karp Capital Management understands the financial intricacies of managing reinsurance accounts and your overall business finances. What’s more, we are keenly aware of how your dealership ties to your personal wealth picture.
As a fiduciary, we provide our auto dealership clients with strategic financial guidance and investment services for auto reinsurance, while also providing integrated wealth management services for owners. This twofold approach maximizes the potential outcomes for your entire wealth picture, while minimizing business and personal risk.
Our investment program includes these benefits:
- Reinsurance investment portfolios aligned with your goals
- A full-service model, from initial account processing to active optimization
- A dedicated advisory relationship that includes regular communications
- Ongoing measurement and tracking of account performance toward established goals
- Optimization and investment reallocation changes as needed
- Ongoing account management according to the customized Investment Policy Statement (IPS)
FIND OUT HOW KARP CAPITAL CAN HELP TODAY! 1.877.900.KARP (5277)
Now is the time to review your investment portfolio in order to maximize the benefits of your re-insurance program. We’ll help you accomplish your investment goals.
At Karp Capital we understand the intricacies of business operations, and the demands placed on business owners.
Access a true one-stop-shop for all of your financial needs and information, including the convenience of a real-time, at-a-glance snapshot, incorporating every element of your financial picture.
We offer an array of services that will help you make sense of your financial picture today and help you plan for tomorrow.
