Investment Advisers

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.

Applications and Marketing Materials 

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 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.

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Travelers Casualty and Surety Company of America and its property casualty affiliates.
One Tower Square Hartford, CT 06183

This material does not amend, or otherwise affect, the provisions or coverages of any insurance policy or bond issued by Travelers. It is not a representation that coverage does or does not exist for any particular claim or loss under any such policy or bond. Coverage depends on the facts and circumstances involved in the claim or loss, all applicable policy or bond provisions, and any applicable law. Availability of coverage referenced in this document can depend on underwriting qualifications and state regulations.

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Claim Services

Our claim professionals are equipped with the expertise needed to handle management liability and surety claims.

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Innovative Risk Management

Included with Travelers' coverage, is access to our web-based loss control program, Risk Management PLUS+ Online®.

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