E&O Insurance for Investment Companies & Advisors
(800) 273-5883




The mutual fund industry was entrusted with more than $8.9 trillion in assets during 2005, an increase of 216% from 10 years earlier. The number of mutual funds rose by 39% during the same period. (Source: Investment Company Institute.) Increased assets, regulatory actions and settlements have caused mutual fund activities to be scrutinized more than ever.  Golsan Scruggs understands your industry and has a wide range of insurance products designed to protect your firm. 

How to Apply

Golsan Scruggs has developed a methodology called ia360. This process helps us understand your practice and analyze coverage issues so that a proper solution is structured to mitigate the exposures of your practice.

To 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*

Current Total Asset Value*

Email Address*

Work Phone*

Participating Underwriters

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Click here for applications and specimens.

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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