Designed for RIAs, Asset Managers, Broker-Dealers, and Wealth Managers
Created for advisors by advisors, we’ve revolutionized the insurance buying process for broker-dealers and wealth and asset managers, delivering ease, value, and transparency. We take care of all your insurance needs by handling processes and details for you.
Your firm is unique, and the boxed solutions no longer work
Understanding the inner workings of the wealth world is our biggest value-add. We understand the platforms you use, how you trade, and your compliance needs, all of which are important when crafting an insurance program for your firm.
Our industry knowledge on both sides allows us to customize coverage to align with the custom planning you do for your clients and avoid exclusion or surcharges based on the day-to-day operations.
A Full Spectrum of Custom Solutions
HOLISTIC INSURANCE COVERAGE
Ensuring all aspects of your business are covered
Errors & Omissions (E&O)
Complete professional liability insurance
Directors & Officers (D&O)
Protection of executives and decision-makers
Coverage for breaches, hacks, and data losses
Covering workplace-related illnesses and injuries
Business Owners Policy (BOP)
Combined property and casualty policy
Employment Practices Liability Insurance (EPLI)
Protects against alleged wrongdoings
Protects against theft of physical property
Protects against acts of dishonesty as plan fiduciaries