Investment Advisors Pro & GL

Nuts & Bolts: Cascade/Amstar is offering a program for investment advisors professional and general liability. The general liability can be written in conjunction with the professional liability. Call for an appointment. Endorsements—Claims Made Form.

Dollars: Policy limits of $1 million; Deductibles as low as $5,000; minimum premiums of $3,750.

Carrier: Rated “A.”

States Available: California.

Contact: Laura Mirsky, (805) 373-1687