RIASURE

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.

Request 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.

FI Specialist

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.

Risk Review

We take a close look at the unique exposures applicable to your firm.

Premium Analysis

We will provide you information regarding the rate you are paying vs. where the rest of the marketplace.

Contract Comparison

No two professional liability carriers’ policies are the same. We will show you the issues and implications found in the fine print.

RIASURE

RIA Risk & Insurance Guide

Request our complimentary white paper highlighting the sources of the risks that Investment Advisers encounter in their practices. 

Request Guide

 

Our Firm

Golsan Scruggs is an insurance brokerage firm operating throughout the United States specializing in registered investment advisor (RIA), top25_logo private equity/hedge fund and mutual fund professional liability (E&O) insurance. As one of the largest insurers of RIA firms in the U.S., we have a dedicated staff that understands the risks of the financial services industry and can deliver on competitive pricing.  We make the underwriting process painless.

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.

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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…

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Insuring across the United States over 1,200 investment advisors

Insurance Companies