Financial Planner/Investment Advisor Insurance
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Financial Planner/Investment Advisor Insurance

As a Financial Planner or Investment Advisor offering investment services to other businesses or individuals, you have potential exposures just by doing business.  No Investment Advisor firm is too small to need coverage.  No matter the size of the company, one or 100, the risk of potential lawsuits are real and can be debilitating for an investment company of any size.  Defense costs, even in frivolous cases, can be costly and incredibly time consuming.

A professionally crafted professional liability insurance program can be cost-effective and help protect you accounting business and financial security.

We have specifically tailored insurance protection policies for accounting professionals to help ensure you have the right protection from the array of exposures you face including losses resulting from errors and negligence.

Financial Planner and Investment Advisor Professionals Insurance Key Policy Recommendations:

  • Errors and Omissions Liability Coverage
  • Personal Fiduciary Coverage
  • Investment Advisor Coverage
  • Commercial Property Insurance (if applicable)
  • Health Benefits Insurance for staff
  • Personal Liability Insurance
  • Commercial Vehicle Insurance

Let us help you put all the pieces of your Investment Advisor Insurance Policy together to ensure you have all the coverage you need in one place.

Krywolt Insurance knows Investment Advisor Professional Liability and we will work with you to custom tailor your Investment Advsor Insurance Policy to ensure your firm or business has the appropriate insurance coverage for your business.

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