Asset Manager E&O Quick Hits: How About We (Not) Settle This?
Few people enjoy receiving an ultimatum, and even fewer relish the role of giving one. Insurance is often fraught...
Golsan Scruggs is a corporate insurance brokerage firm serving the financial services industry. Our specialists operate throughout the United States and specialize in registered investment advisor (RIA), private equity/hedge fund, and mutual fund professional liability E&O insurance.
As one of the largest insurers of RIA firms in the U.S., we have a dedicated staff of RIA E&O specialists that understand the risks of the financial services industry and deliver superior results. Our unique RIASURE process makes the insurance underwriting process painless.
INDUSTRY ARTICLES
Brian Francetich, Dir. of GSRIA & Managing Underwriter, was recently interviewed by Cheryl Winokur Munk for a Barron’s article entitled “The Ins and Outs of RIA Insurance.” Click here to read why it’s important to understand your policy options and that the “devil is in the details.”
Brian Francetich recently contributed an article to Wealth Solutions Report entitled “What Is E&O Insurance, And Do I Need It? 3 Things Every Advisor Should Know” Click here to learn the benefits for RIA owners to working with an errors & omissions insurance specialist, looking at the fine print, and considering other types of policies.
Ken Golsan and Brian Francetich recently contributed an article for IIA’s Online Newsletter entitled “Securing Proper Investment Management Liability Insurance: The Who & The What.” Click here to read the article.
Latest Articles
RIA E&O Quick Hits: Defense Provisions
You’ve likely heard it from us before: “RIA E&O is the Wild West." Underwriters put forth different provisions...
RIA M&A: Risk Concerns for Sellers
Even as interest rates rise and economic uncertainty persists, merger and acquisition (M&A) activity...
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COMPANY HIGHLIGHTS
1
APPLICATION
simple proprietary online system
2000
CLIENTS
investment firms insured
15
EXPERTS
professionals solely dedicated to insuring fiduciary exposures
30
MARKETS
deep underwriting relationships with crafted forms
1992
EXPERIENCE
year we formed our specialty focus
50
STATES
insuring investment firms across the United States
The Golsan Scruggs Story
Each and every client who retains Golsan Scruggs is considered part of the Golsan Scruggs family. Just as I served my Dad, our firm’s very first RIA client, it is with our upmost that the same care and attention to detail shown is equally applied by our entire team to all customers – big, small or otherwise.
