Reinsurance Companies
With 10+ years of experience working with reinsurance and Dealer Owned Warranty Companies across the country, Great Oak Investment Management has a deep understanding of the role Finance & Insurance programs have in the automotive industry. We work with clients through every step of the process; including seamless account opening, investment of trust(A) accounts, surplus distribution, B accounts, and DOWC investment management. We believe our experience with insurance & trust companies, administrators, & reinsurance managers allows us to efficiently coordinate the ongoing management of client F&I programs.
The Great Oak Difference
Customized Investment Strategies
- Manage strategies according to investment guidelines
- Investment construction based on economic analysis, market research and security selection
- Time tested investment management philosophy
- Ongoing risk management
Comprehensive Service
- Seamless account opening and money movement
- Online access
- Manage surplus distributions
- Quarterly webinars
- Annual In-person meeting
Investment Philosophy
“Know what you own and why you own it.”
PORTFOLIO EXAMPLES AND FEE SCHEDULE AVAILABLE UPON REQUEST.