With more than a century of experience servicing financial institutions, Travelers has the expertise to identify and meet the expanding insurance needs of investment advisers.

In today's complex and volatile securities market, investment advisers need thorough protection for the risks associated with providing services to clients. They also need coverage to address the potential liabilities that may arise from the need to comply with state and federal regulations, maintain sound employee relations, and even manage the company itself.

Our portfolio includes coverage options to address

• Professional liability
• Directors and officers liability
• Employment practices liability
• Fiduciary liability
• Mutual fund professional liability and directors and officers liability
• Private investment fund professional liability and general partnership liability
• Optional bond coverage (can be purchased separately)

To obtain applications and marketing materials online

To obtain applications and marketing material for Investment Advisers, click here.

To obtain applications and marketing material for Property and Casualty, click here.

To purchase insurance from Travelers

Contact your independent insurance agent or broker. We choose independent agents based on their expertise and ability to provide high-quality customer service. To find an agent or broker near you, click here.