Investment Advisors & Funds

Management & Professional Liability Insurance

The investment industry is operating in an increasingly volatile environment under intense scrutiny. When investment decisions yield lower than expected returns, investment advisors and fund management may become the targets of investigations and litigation. That’s why Crum & Forster offers a specialized insurance solution for investment advisors, mutual funds and hedge funds.

Our Platinum Protection for Investment Advisors & Funds brings together a full array of Management & Professional Liability coverages into a single, modular policy to provide exactly the protection you need. To learn more, download our Financial Institutions product sheet or contact our underwriters.

Insurance for Investment
Advisors & Funds

A customizable product designed specifically for:

  • Registered investment advisors
  • Mutual funds
  • Hedge funds – long/short equity funds only
  • Appetite for Primary
    • RIA / Mutual funds < $5 billion AUM
    • Hedge funds < $3 billion AUM

COVERAGES – CHOICE & FLEXIBILITY

  • Investment Advisor Professional Liability
  • Investment Advisor Management Liability
  • Investment Fund Management & Professional Liability
  • Service Provider Professional Liability
  • Hedge Fund Management & Professional Liability
  • Employment Practices Liability
  • Fiduciary Liability

CAPACITY

  • Primary: $5,000,000
  • Excess: $10,000,000

For details, please see our Financial Institutions product sheet or contact our underwriters.

This overview is provided for informational purposes only and is not intended to be a representation of coverage that may exist in any particular situation under a policy issued by one of the companies within Crum & Forster. All conditions of coverage, terms and limitations are defined and provided for in the policy.