Discover the technical support you need for long-term success.

Investment managers face increasing risks in today’s volatile financial market. We understand the distinct risks that investment managers face and the importance of insuring those risks appropriately.

We understand the technical nuances involved in investment manager offerings and products. With that technical knowledge, we work to construct our clients’ IMI programs so that they properly ensure the investment managers’ liabilities. We work to ensure appropriate coverage is obtained at an optimal price. Most importantly, we construct insurance programs that will perform during a claim, including third party liability claims involving a breakdown of professional services for:

  • Investment managers
  • Investment advisors
  • Fund managers
  • Private equity firms
  • Venture capital firms