Thoedore Liftman Insurance, Inc. is pleased to announce a new strategic partnership with BAM Advisors Services.  BAM firms benefit from this partnership because they will receive strong, comprehensive policies combined with streamlined applications and discounted pricing. 

At Liftman Insurance, our agency has focused solely on providing insurance to the investment community for over 50 years.  In addition, the Cambridge Alliance only offers E&O/Professional Liability Insurance to investment advisors so both companies are extremely familiar with this industry. 

Coverage Features*
Every policy will include as standard coverage:   
-Chief Compliance Coverage
-Trade Error Coverage  (unique within the industry)
-Breach of Fiduciary Responsibility Coverage

*Please note that this is only a general description of coverage provided.  For a detailed description of the terms of the policy, the insured must refer to the policy itself and any endorsements indicated.  

To download an application, please click here.  

For additional information, please contact BAM's representative at Liftman Insurance, Andrew Fotopulos andy@liftman.com or 617-439-9595 ext. 2.