M Benefit Solutions Affiliation
Capital Strategies Group is a member of the M Benefit Solutions – Bank Strategies Advisory Group. Through this affiliation, Capital Strategies Group is able to bring state of the art advice to bank clients in the design, implementation, and ongoing administration of executive benefit plans and bank-owned life insurance (BOLI) investment portfolios.
Based in Portland, Oregon, M Benefits is endorsed by the Independent Community Bankers Association (ICBA) as its provider of choice of executive benefit programs and BOLI investment. With over 30 years of experience and more than $32 billion of assets under management, M Benefits and their affiliated firms are the market leaders in these complex and tax-driven areas, and are committed to providing responsive, accurate administration to community bank clients on an ongoing basis.