Concordis Group, Inc., a holding company with proliferated interests, is well-known for providing business insurance products and investment brokerage services via its two wholly-owned subsidiaries, Concordis Insurance SPC (a captive insurance company licensed for 49 individual, adaptive/risk-specialized cells) and Puritan Securities, Inc. (a highly articulated investment banking firm focused on the small cap market).
Insurance costs are among the highest items on the budget for most companies, but now both small and large companies can benefit from the flexibility and cost-effectiveness of a captive insurance program, the ultimate risk management/financing tool available.
Concordis Group’s business philosophy hinges on capital preservation as the engine of long-term growth. With a business culture that emphasizes a diversified operational portfolio, rigorous underwriting efforts, and shrewd investments as the keys to ensuring shareholder equity, the Company’s organic approach to strategic acquisitions of adjacent and parallel concerns is based squarely in demonstrable cash-flow positive status and growth potential.
Concordis Insurance SPC enables a broad array of clients, of whatever size, to obtain an insurance product set up specifically for a given type of venue or multiple types, whether one company or a group of companies. In addition, Concordis Group recently finalized a strategic partnership with Insurance Office of America to expand the subsidiary’s consulting, claim management and sales capacity to further broaden its service capacity.
Puritan Securities provides a comprehensive suite of world-class financial products and services to small cap clients (less than $100M), and acts as a financing entity for emerging high-growth private companies.
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