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

RIASURE

RIASURE Review

With increased levels of litigiousness within the financial industry, how confident are you that your insurance contract covers all of your investment practices? Take a few minutes to receive your RIASURE Review. No application required.

Our RIASURE Review will analyze your fiduciary exposures, provide rate details and comparisons, and provide a contract comparison.

RISK
REVIEW

One of our managing underwriters will provide a Report Analysis of your firm’s unique fiduciary exposures.

PREMIUM ANALYSIS

Golsan Scruggs will provide you rate details and comparisons for the fiduciary insurance marketplace.

CONTRACT COMPARISON

No two professional liability policies are alike. What are the issues and implications found in the fine print?

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.

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.