Registered Investment Advisors

HOW TO APPLY FOR PROFESSIONAL LIABILITY (E&O) INSURANCE

Golsan Scruggs has developed an RIA risk assessment 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.

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 RIA Risk Assessment process exists to serve that purpose.

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

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PARTICIPATING UNDERWRITERS

• Click here for applications and specimens.

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.