Investment Firm Insurance

Design an insurance portfolio that safeguards your clients, assets, and reputation, while reducing your total cost of risk.

The Investor’s Best Investment

Investment firm insurance should be an essential step in protecting your business from liability claims and financial losses. Insurance can help cover the costs of legal fees, settlements, and judgments that arise from claims of negligence, errors, omissions, breach of fiduciary duty, mismanagement of funds, or other liabilities. At ZRM, we are dedicated to helping you mitigate and transfer risk away from your financial institution:

  • Asset managers
  • Broker-dealers
  • Hedge funds
  • Investment advisors
  • Investment banks
  • Venture capital firms

The type of insurance each investment firm needs depends on its size and scope of operations. Professional liability insurance, also known as errors and omissions (E&O) insurance, is a must for any investment firm. This type of coverage helps protect the firm from claims of negligence or mismanagement of funds.

Other types of insurance that are beneficial to an investment firm include cyber liability insurance, which covers losses due to data breaches, cyber-attacks, and reputational damage; directors and officers (D&O) insurance, which covers the firm’s directors and officers from claims of mismanagement, and general liability or a business owners insurance package, which covers losses including physical damage and injury.

Investment firms should also consider investing in risk management services that help identify potential risks and strategies to proactively mitigate them. Risk management services can include conducting risk assessments, developing policies and procedures, and providing training and education to staff.

Contact ZRM Brokerage today for a free consultation.

Access the nations best insurance for investment firms with appropriate coverage and cost-efficient pricing:

  • Automobile Liability
  • Commercial General Liability
  • Cyber Liability
  • Management Liability (D&O)
  • Professional Liability (E&O)
  • Property Liability
  • Sexual Misconduct Liability
  • Special Event Liability
  • Umbrella/Excess Liability
  • Workers’ Compensation and Disability

Our risk management solutions are designed to be both cost-effective and practical, with a focus on initiatives that will have the most significant effect on your total cost of risk and protecting your personnel.

  • Claim Management & Advocacy
  • Cyber Risk Management
  • Emergency Response & Business Continuity Planning
  • Fire and Property Protection
  • Fleet Safety Program Development & Training
  • Safety Program Review & Development
  • Security & Workplace Violence Prevention
  • Workers’ Compensation Rating and Compliance
Our services are designed to provide employees of all ages with physical, mental and financial health benefits.
  • Compliance Consulting
  • Employee Health and Performance
  • Group Medical, Ancillary and Voluntary Benefits
  • HR Technology Solutions and Benefit Administration
  • Strategic Benefits Planning
  • Workforce Productivity
We can support you and your staff in achieving retirement objectives and personal financial targets.
  • Retirement Plan Consulting
  • Life Insurance Solutions
  • Executive Benefits
  • Financial Wellness Strategies
  • Goals-Based Financial Planning

Looking at a new venture? Let’s discuss your evolving risk portfolio and how we can reduce your total costs.

Invest into your peace of mind and act confidently knowing you’re covered.

make informed insurance decisions.

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  • Risk Free Quotes
  • Improve Your Sustainability

  • One Stop Shop For All of Your Insurance Needs