Performa

Performa provides institutional investment management, specializing in asset management for captive insurance companies and their funds. The firm crafts strategic investment solutions tailored for the unique regulatory and financial requirements of this niche market. As an independent, employee-owned entity, its core offering addresses the financial stewardship needs of captive organizations.

David T. Kilborn, CFA, founded Performa in 1992, initially serving the offshore captive insurance and reinsurance market. Kilborn's insight identified a specialized need for expert investment management directly for captives. The firm remains substantially owned by its key employees, with Kilborn holding a majority interest, underscoring its commitment to founding principles.

Performa’s clientele consists primarily of captive insurance companies and their funds. The firm’s long-term vision is to reinforce its position as a leading independent asset manager within the captive industry. Concentrating on this segment, Performa aims to be the trusted partner for captive organizations seeking sophisticated financial expertise and bespoke investment strategies.