Captive and Reinsurance Services
We bring deep trust and investment experience to the complex world of captive and reinsurance structures. For decades, we’ve supported automotive reinsurance programs—including dealer‑owned captives and producer‑owned reinsurance companies—helping clients manage risk, strengthen governance, and protect long‑term value.
We apply that same approach to serve emerging sectors seeking sophisticated captive and reinsurance solutions. Our team delivers responsive partnership, rigorous oversight, and the financial strength needed to navigate an evolving risk landscape.
Why Choose BOK Financial
BOK Financial Corporation (BOKF), is a nearly $50 billion well-diversified financial services holding company nearly $115 billion total assets under management or administration.*
For more than a century, BOK Financial has steadfastly delivered comprehensive financial products and services through diverse revenue streams, weathering various economic cycles.
We bring more than 75 years of investment management experience with over two decades in the Captive space. You can rely on our rock-solid foundation of stability, knowledge and experience.
White papers
Reinsurance programs need to beware of the high cost of timing the market
Avoiding volatility can often result in missing market rebounds and investment underperformance.
Innovative risk strategies: The role of captives for complex health systems and skilled nursing operators
How captive insurance and strong financial management help providers control costs, drive strategic growth and improve patient outcomes.
Service catered to your unique needs
We tailor our services to the specific needs of participants in captive insurance companies—CFCs, NCFCs, and Group Captives. We also partner with all major beneficiaries, ceding companies, CLIP providers, and third-party administrators.
- $5.5 billion strong in captive assets.*
- 6,000+ accounts served across the U.S. and abroad.
- Streamlined investment management and trust services program.
Investment Services
We help ownership groups align investments with reinsurance objectives, focusing on improving returns while adhering to each reinsurer’s specific investment guidelines.
- Customized investment solutions
- Broad access to fixed-income and equity products
- Ongoing portfolio monitoring to maintain optimal cash balances
- Direct, personalized service from the professionals managing your assets
Trust Services
Our trust services deliver a streamlined, client-focused approach designed for the captive and reinsurance environment.
- Efficient account setup with minimal documentation
- Expertise with offshore company documentation
- Personalized trust administration
- Online access to statements and reports
* Figures as of December 31, 2025.