Hedge your risk with fee-based coverage

Serving financial institutions since 1997

Where some see risk, financial institutions see opportunity. And where some insurance brokers see a chance to charge more commission, we see an opportunity to provide better fee-based service for our clients. 

We design programs for the entire spectrum of asset managers and other financial firms with the understanding that insurance is only one of many tools that can be used to hedge and transfer certain risks so that you can get to where you want to go. 

Our consultative, commission-free approach to insurance is 100% focused on what’s best for you and your financial institution, not how much insurance we can sell you. By eliminating commission and the conflict of interest that comes with it, we advocate on your firm’s behalf to ensure you are cost-effectively managing your exposure to loss. 

That means that unlike commission, our fee isn’t determined by the amount of premium you pay. As your business needs change—and with it, your coverages and premiums paid—the way we charge always stays the same. 

Learn more about our expertise with asset management:

Tired of paying commission? Find out your fee by filling out the form below.