INVESTMENT MANAGEMENT E&O SPECIALISTS SINCE 1992

Learn why understanding your practice and analyzing coverage issues protects your business.

CHUBB ALLIANCE PARTNER

WESTERN REFERRED AGENT

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INSURANCE PRODUCTS:

Errors & Omissions Liability
Cyber Security
Business Insurance

HOW TO APPLY FOR REGISTERED INVESTMENT ADVISOR (RIA) PROFESSIONAL LIABILITY (E&O) INSURANCE

Golsan Scruggs has developed an RIA risk assessment called RIASURE. 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. At Golsan Scruggs, we believe it is incumbent upon us to earn the right to be appointed as your insurance and risk-management agent. Our RIASURE process exists to serve that purpose.

To obtain your complimentary RIASURE Review, please provide the following information or contact us at (800)273-5883.

Fields marked with * are required.

PARTICIPATING UNDERWRITERS

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GROUP PROGRAM & 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
  • Charles Schwab
  • Pershing
  • SSG
  • FISERV
  • Raymond James
  • NAAIM
  • Scottrade
  • Assetmark
  • Garrett Advisor Network
  • BAM
  • FI360

Schwab OpenView MarketSquare™ is a service of Schwab Intelligent Technologies™ and provides consolidated ratings and reviews of technology solutions made by independent investment advisors. Unless otherwise noted, reviewed technology vendors are not affiliated with Schwab. Ratings and reviews do not express or imply any opinion or endorsement by Schwab of any participating vendor or product.