APPLY FOR REGISTERED INVESTMENT ADVISOR (RIA) INSURANCE
Golsan Scruggs is focused on helping RIAs secure insurance coverage that is needed and required to operate prudently in an ever-changing marketplace. Our RIASURE Process results in our clients obtaining best of class Errors and Omissions (E&O), Fidelity Bonding, and Cyber Insurance coverage. This process helps us understand your particular firm and ensure that proper solutions are 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.
The RIASURE Process begins with a person-to-person conversation which is critical as no two RIA firms are the same and there are no standard “boilerplate” insurance contracts/policies that exist. Exposures must be properly identified and coverage appropriately structured. To obtain your complimentary RIASURE Review, please provide the following information or contact us at 503-244-0297.
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