Asset Management insurance solutions for Investment Advisers and Funds.

Accountable, responsive professionalism in the asset management sector.

Asset Management Insurance is a specialized program designed specifically for Investment Advisers, Registered Mutual Funds, and Private/Hedge Funds. We carefully selected our carriers in order to provide you with the best level of service, price, and coverage. Our goal is to educate and service the Investment Adviser and Fund community and provide the best options for their insurance needs. We can provide an assessment of your insurance needs with a choice of which package fits you best.

Our Solutions

Investment complexes large and small rely on Professional Liability programs that we have designed specifically for their needs. We are devoted to keeping our clients protected and providing customized insurance solutions and exclusive programs.

Our Ideal Clients Include

We primarily seek clients with under $30 billion in assets under management within the following sectors:

Industry Allies & Partners

We don’t just seek to understand the insurance landscape of this unique specialty market, we seek to understand the overall operational challenges that our clients face daily. As such, we work to engrain ourselves into the niche industries in which we operate.

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