Risk management is the thoughtful, calculated trading of income or opportunity for protection against potential loss; and is achieved through diversification, hedging, and the purchase of products originated and issued by major banks and insurance companies. Understanding the economics of these arrangements, executing transactions, and managing contracts on an ongoing basis are core competencies of RA Bench.
• We help clients determine the best strategy for hedging concentrated equity and debt positions, bid the trade to a number of major firms, oversee the execution of the transaction by the winning bank and finally, work with the client to make sure settlement is optimal from both a tax and financial perspective.
• We help clients diversify their investment holdings by establishing, executing, and managing both strategic and tactical portfolio asset allocation. We are experienced in conventional securities, alternatives including hedge funds, real estate, private equity and derivatives; as well as insurance products – conventional, registered, and private placement.
• We help clients with significant long term financial exposure to: employee benefit obligations, stock repurchase requirements, the transfer taxes and other costs associated with moving wealth among and between generations, or even the funding required for decommissioning a power plant. We analyze the incorporation of insurance products and other financial assets to develop an optimal economic structure. We help establish the funding strategy, execute trades and contracts, and manage the operational requirements of the funding structure on an ongoing basis. Our highly qualified and experienced staff make the difference between having a great idea and operating a successful program – and there is a big difference!
Risk Management Services • Hedging
• Life Insurance
• Disability Income
• Long Term Care Insurance
• Annuities
• Structured Notes
• Deferred Compensation
• BOLI
• GRATs
• CLATs
• CRUTs
We truly believe our internal resources, affiliated service providers, market relationships, and unbiased structure provide our clients with the best of all worlds.
Quality thinking • Quality work • Quality people • RA Bench
