Investment Advisors

Finance & Insurance

We’re experts who understand the unique insurance needs of financial institutions and services companies, and can offer creative solutions to minimize risk.

Through our dedicated team of financial institutions specialists, we provide tailored insurance solutions for investment advisors.

Our Insurance Coverages

Asset management risk solutions policy

Bond

Cyber liability

Employment practices liability

Fiduciary liability

Management liability

Professional liability

Through our dedicated team of financial services specialists, we provide tailored insurance solutions for investment advisors.

Our Insurance Coverages

Auto (including repossessed auto)

General liability

Property

Industry solutions for Financial Services*

Trust and foreclosure property and liability

Umbrella

Workers compensation

*Bundled property and casualty coverages specific to your business.

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