Asset Management Insurance (AMI)

Asset Management Insurance (AMI) is a specialized program designed specifically for Investment Advisors, Registered Mutual Funds, and Private/Hedge Funds.  We carefully select our carriers to provide you with the best level of service, price and coverage. We are dedicated to providing out clients with the best coverage at competitive rates.  Just make one call to our agency, and we can shop your coverage through many top rated companies.  With our professional staff, we can be your liaison with the insurance carrier in the event of a claim. We work for you, no the insurance company.

They spend the time to understand our programs and operations to help us reduce and address our exposures throughout each year.

Mary Tod Winchester, Vice President, Chesapeake Bay Foundation