E&O for Registered Investment Advisors

January 13, 2003

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

Dollars: Policy limits from $500,000 to $5 million. Deductibles-$1,000 to $50,000. Minimum premiums-$680 for $50,000 per claim.

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

States Available: All.

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

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