Liftman Insurance News

Liftman Insurance now has a Privacy Liability/Cyber Risk insurance product with a prominent insurance provider (rated “A” by A.M. Best) for Investment Advisors with revenues less than $10,000,000....Read More
Upcoming Sponsorships: TD Ameritrade 2014 National Conference Orlando, FL January 29 – February 1, 2014  Recently Sponsored: Charles Schwab IMPACT2013 Washington, DC November 10-13 ...Read More
Liftman Insurance now offers premium discounts on professional insurance and bonds for CEFEX certified firms. CEFEX certification is an independent assessment based on best fiduciary practice...Read More

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Investment Advisors

As an investment advisor, you’re vulnerable to any number of risks. Liftman Insurance understands your requirements and has a wide range of insurance products designed to protect your company.

We offer all of the following specially designed coverage for investment advisors:

In addition, we offer similar coverage for investment management consultants:

To find out more about our coverage for investment advisers or investment management consultants, click on a sub-category.

Liftman Insurance also customizes insurance policies for specific client requirements.