Nuts & Bolts: Cambridge Alliance is offering a program for E&O for registered investment advisors. Designed for small to mid-size federal or state registered investment advisers including financial planners, asset managers, investment consultants. This is an open brokerage.
Dollars: Policy limits from $50,000 to $5M per claim. Deductibles of $1,000 to $50,000. Minimum premiums of $680 for $50,000 per claim.
Carrier: First Specialty Insurance Corp. Rated “A” Excellent.
States Available: All.
Contact: C. Anthony Bougere, (800) 691-1515
Was this article valuable?
Here are more articles you may enjoy.
Insurer Wants Its $3.5M Back Because City Delayed Reporting Claims for 5 Years 
Update: Hormuz Escape Route Suggests Ships Navigate on Iran’s Terms 
Iran Warns Gulf Nations of Major Response After Gas Field Strike 
Nine Claims Trends to Watch Through the Rest of 2026 From This Issue
