- After policy expiration, the Insured executes a “commutation and release” agreement. Return premium is calculated based on the overall performance of the policy.
- Funds returned to the Insured are taxable.
Enterprise Risk Management is a Montage Investment Manager. Montage is a unique group of boutique asset managers providing innovative investment opportunities for individuals, businesses and institutions.
Visit Montage InvestmentsEnterprise Risk Strategies is an affiliate of Montage Investments, which brings together world-class, institutional investment managers – each offering a distinct approach to asset management that reflects many decades of professional experience and proprietary investment strategies across global asset classes.
Currently managing more than $8 billion, Montage allows individual investment managers to retain the boutique processes, talent and culture that have proven records of adding value to portfolios and meeting client objectives.
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