Marquee Financial Group, LLC provides a full range of services to fund managers representing institutional investors looking for knowledge and expertise in buying, selling, and managing life insurance portfolios. Our clients include hedge funds, pension plans, charitable foundations, and private equity funds that have hired us to construct life insurance portfolios to meet the investment objectives of the fund.  Our clients have used life insurance portfolios to balance non-correlated investments, securitize a bond offering, collateralize real estate, and hedge longevity.

Marquee Financial Group has two separate operating companies under common ownership to provide both portfolio management and tranaction-driven services to fund managers.

Marquee Fiduciary Advisors, LLC represents institutional investors in a sub-advisory, fiduciary capacity in managing life insurance portfolios.

 

Marquee Benefits, LLC represents institutional investors in the acquisition or sale of life insurance portfolios or individual life insurance policy transactions.

We take a five-step process in advising institutional investors: 

1. Understand our client's investment objectives and risk tolerance levels;
2. Prepare risk/return stochastic modeling for the proposed fund using our proprietary Fund Simulator;     
3. Develop a product acquisition plan;
4. Construct the portfolio; and
5. Monitor the portfolio using our proprietary MarqueeStar portfolio management system. 

Our clients have on-line access to their portfolio data using our proprietary portfolio management and reporting system called MarqueeStar.  We provide performance reporting and monthly policy market valuations using a "mark-to-market" methodology that complies with Global Investment Performance Standards (GIPS). Want to know more about Marquee Star?

One of our services is to prepare risk/return stochastic modeling for the proposed fund. Using actual policies that fit the criteria of the client, we model the risk/return characteristics of the fund based on its projected size, fund expenses, premium reserves, investor distributions, and profit waterfall. Want to know more about Fund Simulator?