Founded in 2007, out of a desire to break away from larger firms to advocate, collaborate, and provide expertise in a manner that allowed us to create the experience that we knew was possible. We like to say; we are who you would want to work with if you knew we were a choice.
We are an independent insurance brokerage firm that provides product expertise, comparative analysis, and business, executive compensation, estate, philanthropic technique integration (otherwise known as advanced planning) for the risk management. Also, liquidity funding needs of institutional and independent advisors, fiduciary advisors, specialty insurance firm’s working on behalf of their client’s interests.
The following combined aspects of our firm set us apart from many others in our space. They are the exceptional product and planning expertise of the people that make up our firm culture, our deep experience meeting the specific needs of implementing the placement of insurance for fiduciaries such as registered investment advisors. Plus our demonstrated willingness to invest in technologies that help our clients leverage us and grow their knowledge base for the ultimate benefit of their clients.