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Wealth Managers - Manhattan & Westchester County, NY, Fairfield, CT, and New Jersey

Insurance can help wealth managers, investment advisors and any who handle assets on behalf of clients in the event they are accused of breaching their duties or mismanaging customer accounts. The litigation landscape is scattered with asset managers whose clients sued.

Turn to A.J. Benet for solid insurance protection that responds when you need it to.

Our professional liability policies cover accusations that your errors, omissions or negligence resulted in financial harm to another. The coverage can be enhanced with employee dishonesty insurance, which covers employee theft from your firm and further complemented by a policy for theft of client funds and theft of your firm’s funds by a non-employee. If your firm handles plan administration, we can also provide ERISA bonds.

Wealth management firms require protection beyond that needed by individual advisors. All throughout the financial news are stories of asset management firms being sued over wrongful pay practices. Make sure you are covered by employment practices liability insurance.

Our wealth managers insurance can be customized to cover multiple professionals in the asset management field, including family offices, independent brokerages, franchises and more. We offer workers compensation, directors and officers insurance (D&O), general liability and property insurance for all your commercial needs and can tailor a solution that protects you, your firm, and your staff.

We insure indies, wirehouses, family offices, and all manner of fiduciaries and wealth advisors.

We invite you to give us a call at your convenience at (888) 639-4560, or if you prefer email us or return the form on this page for a review of your insurance needs.

Since 1964, A.J. Benet has been serving businesses in New York City, Pelham Manor, Pelham, New Rochelle, Larchmont, Mamaroneck, Harrison, Rye, Port Chester, Rye Brook, South Salem, Purchase, White Plains, Scarsdale, Eastchester, Bronxville, Armonk, Chappaqua, Briarcliff, Pound Ridge, Bedford, Mt. Kisco, and Katonah, New York; as well as in the Connecticut communities of Greenwich, Cos Cob, Riverside, Stamford, Darien, Rowayton, Fairfield, Westport, Southport, and New Canaan.