E&O for Registered Investment Advisors

Nuts & Bolts: Cambridge Alliance is offering a program for E&O for registered investment advisors. Designed for small to mid-size federal or state registered investment advisers including financial planners, asset managers, investment consultants. This is an open brokerage.

Dollars: Policy limits from $50,000 to $5M per claim. Deductibles of $1,000 to $50,000. Minimum premiums of $680 for $50,000 per claim.

Carrier: First Specialty Insurance Corp. Rated “A” Excellent.

States Available: All.

Contact: C. Anthony Bougere, (800) 691-1515