INVESTMENT MANAGEMENT ERRORS & OMISSIONS E&O LIABILITY INSURANCE
Investment Management Errors & Omissions E&O Liability Insurance (aka Professional Liability Insurance) provides coverage for actual or alleged mistakes or misconduct, claims or suits for error or omission or breach of fiduciary duty, client suitability, not meeting client expectations, violation of regulations, accountability imposed under the Investment Advisers Act of 1940, and related matters. To learn more about the risk and exposures to your practice, please take some time to review our RIASURE Risk Tips, RIASURE Risk & Insurance Guide, industry articles, and loss scenarios.
RIASURE™
Golsan Scruggs has developed an RIA risk assessment called RIASURE. This process helps us understand your practice and analyze Investment Management Errors & Omissions E&O Liability Insurance coverage issues so that a proper insurance solution is structured to mitigate the exposures of your practice. 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.
To obtain your complimentary RIASURE Review, please provide the following information or contact us at (800)273-5883.
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