E&O Insurance for Investment Companies & Advisors
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Have a question?

If you have any questions, please complete the form below or contact us at (800)273-5883.

Email Address

Question

References

Arizona
BGR Financial Group

California
Greenberg | Graham Advisors

Colorado
Colorado Capital Management

Florida
Quorum Investment Counsel

Idaho
The Helmstar Group

Illinois
Chicago Partners Investment Group

Minnesota
NorthShore Advisors

Mississippi
CS Planning

Missouri
Buttonwood Financial Group

North Carolina
Altrius Capital

Oregon
Sigma Investment Management Co.
The H Group

Tennessee
Veritas Financial

Utah
The Insight Group

Washington
Filament


GROUP PROGRAM AND AFFILIATE DISCOUNTS

If you are a member in one of the following affiliates, you may be able to receive a discount on the annual premium. Contact us for more details.

• FPA
• NAPFA
• Fidelity
• TD Ameritrade
• Pershing
• SSG
• FISERV
• Raymond James
• Scottrade
• Assetmark
• Garrett Advisor Network
• BAM
• FI360


How to apply...

STEP #1:

Receive an initial consultation before beginning our ia360 process. Please provide the following information or contact us at (800)273-5883.

Fields marked with * are required.

First & Last Name*

Company*

State*

Assets Under Management*

Email Address*

Work Phone*


STEP #2:

Receive a formal ia360 insurance proposal. Please forward the completed questionnaire and supplemental information to our office.

Fax: (503)244-0298
Email: info@golsanscruggsria.com



PARTICIPATING UNDERWRITERS
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OTHER INSURANCE PRODUCTS

We also offer the following coverage for investment advisors:


If you have any specific questions about our
Professional Liability Insurance and Errors and Omissions Insurance for Investment Advisors
call us 1-800-273-5883 or click here to contact us.

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