Skip to ContentSkip to Footer

Portfolio of Assets

With scale comes options, and options mean control. You’ve successfully built and run a sizeable portfolio of multifamily investments. And generally speaking, investment firms build risk management programs one asset at a time – along with their portfolios. There comes a time to upgrade to a more sophisticated structure and reduce your exposure to the open marketplace. You’ve built scale, now let us help you leverage it! 

A few of the ways we can help you leverage your portfolio:

  • Creation of shared and layered carrier towers
  • Controlling the total limit of coverage purchased across the portfolio
  • Creative implementation of retention
  • Employing a protective captive cell
  • Creating a captive to control Renter’s Legal Liability coverage

We’re nerds who love to work with clients to create custom solutions using myriad of traditional and less-traditional risk management structures. 

Interested in discussing your specific portfolio?  Please use the Calendly link below to schedule an introductory call. 

Get an Estimate

* indicates required fields

What Amenities Does Your Property Have?
Max. file size: 49 MB.
Upload the following formation Doc, LLC, FEIN, 5 year loss history, current rent roll, and current T-12
This field is for validation purposes and should be left unchanged.

Customer Reviews

Jason has done an outstanding job of building Pathfinder Insurance Group

SM
Scott M

I highly recommend him to anyone looking for commercial insurance coverage

AN
Ariel N

Pathfinder’s availability, thorough knowledge of the industry...

PL
Philippe L

Pathfinder has been our choice for 4 years now.

JM
Jody M

Pathfinder consistently, creatively beats the market with price and coverage.

LK
Laura K