Liftman is uniquely qualified to help investment advisors overcome the many difficult and one-of-a-kind insurance situations they often face. We represent the most complete range of financial insurance products and have worked with most of the leading carriers for decades. We are therefore well positioned when it comes to crafting special policy language, negotiating special rates, and advocating special coverage on behalf of clients.

We also have special insight into carriers’ underwriting process. That means we are better able to provide underwriting solutions other brokers might not consider — such as, how to get more affordable employment practices insurance or cyber security liability coverage — or even how to get Fidelity Bond coverage above the coverage limits that a financial institution bond would provide. In fact, we are the only broker with underwriting authority for ERISA and surety bonds.

We offer products in the following categories for both investment advisors and investment management consultants:

Click on a product category to learn more about how we insure investment advisers.

Call us with your financial insurance questions.

Even if you’re not a client, you’ll like how helpful we are and how quickly we understand your situation.

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