Tired of a 10-page policy with 40 pages of confusing endorsements?
InvestaGuard is modernized with top-shelf coverage included and industry best coverage options by endorsement.
Want to avoid hidden coverage traps?
Clear straight-forward E&O protection Want to avoid hidden coverage traps? InvestaGuard is void of the many common loopholes which create coverage gaps.
Want your choice of preferred defense counsel?
InvestaGuard allows you the option of using your choice of qualified counsel to represent your interests.
Broadest available Selling Away coverage included for the firm. Full limits offered on alternative investments.*** Comprehensive and concise policy. Minimum premium negotiable. Insurer is A.M. Best Rated A:XV. Choice of preferred counsel*
Designed for Broker-Dealers, Seasoned Registered Investment Advisors and Insurance Agencies firms and their advisors. Great option for individual advisors and agents needing their own policy.
* Subject to qualifications, approved rates, and claim management reporting requirements.
** / *** Subject to underwriting approval.