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Schwab Advisor Services
Business Start Up Solutions Vendor
As a leading insurance brokerage firm for Registered Investment Advisors, Golsan Scruggs is a participating Business Start Up Solutions vendor for advisors within the Schwab Advisor Services custodial platform.
To obtain your complimentary RIASURE Review, please provide the following information or contact us at (800)273-5883. Fields marked with * are required.
Complimentary 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.
One of our managing underwriters will provide a Report Analysis of your firm’s unique fiduciary exposures.
Golsan Scruggs will provide you rate details and comparisons for the fiduciary insurance marketplace.
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.