Fiduciary Quick Report
How confident are you that your RIA E&O insurance contract covers all of your investment practices? No application required. Take a few minutes to receive your RIASURE Fiduciary Quick Report.
Tell Us About Your Firm
Take a few minutes to answer some simple questions about your firm.
Less Than 15 Minutes
We are a bit old fashioned. We would like to speak directly with you to get an idea about who you are, the clients you are serving and how you are doing it.
No Application Necessary
A brief discussion with our in-house Managing Underwriter will get the ball rolling and help determine next steps.
Investment Management is all we do. We understand your business and the exposures you face.
Report Prepared By Underwriter
Our Managing Underwriter will review your information and prepare the report.
We take a close look at the unique exposures applicable to your firm.
We will provide you information regarding the rate you are paying vs. where the rest of the marketplace.
No two professional liability carriers’ policies are the same. We will show you the issues and implications found in the fine print.
RIA Risk & Insurance Guide
Request our complimentary white paper highlighting the sources of the risks that Investment Advisers encounter in their practices.
In The News
As a leader in E&O/Fiduciary Liability Insurance for the Registered Investment Advisor (RIA) community, Golsan Scruggs is honored to announce it has been given the recognition of “RIA Alliance Partner” by The Chubb Group of Insurance Companies.Read more
Latest RIA Risk Tips
In recent years, dozens of industries from telecommunications to insurance have included mandatory arbitration provisions in their client agreements. The brokerage industry, under the auspices of FINRA arbitration…Read more