Our clients include a licensed broker dealer and private equity firm. In addition, we can provide coverage for fund of funds, hedge fund managers, investment advisors, mutual funds, exchange-traded funds, close-ended funds, real estate investment trusts, venture capital firms, wealth management firms and family offices.

We can also insure depository institutions and non-depository lenders.

Coverages we provide to these entities include:

Standard Lines:

  • Commercial Property
  • Inland Marine
  • General Liability
  • Commercial Auto
  • Umbrella Liability
  • Workers Compensation
  • Professional Liability

Commercial Crime:

  • Employee Dishonesty
  • Depositors Forgery
  • Money and Securities
  • Wire Transfer Fraud
  • Computer Fraud
  • Credit Card Fraud

Management Liability:

  • Director’s Officers
  • Employment Practices
  • Fiduciary Liability
  • Kidnap Ransom and Extortion

Cyber Risk:

  • Loss of Digital Assets
  • Non-physical Business Interaction
  • Cyber Extortion
  • Security Event costs
  • Network Security and Privacy Liability
  • Employee Privacy Liability
  • Electronic Media Liability
  • Cyber Terrorism