Theodore Liftman Insurance

Family-owned insurance brokerage specializing in E&O and D&O liability insurance for investment advisors, mutual funds, and hedge funds. Founded by Theodore Liftman. Expertise in mutual fund directors & officers liability, investment management E&O, and ERISA fidelity bonds.

Products & Services

RIA E&O/D&O Insurance

insurance

Errors & omissions and directors & officers liability insurance for investment advisors

E&O liability
D&O liability
ERISA bonds
Fidelity bonds
Cyber insurance
Multi-carrier access

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Securities Broker/Dealer Insurance

insurance

E&O, fidelity bonds, and STAMP/SEMP surety bonds for broker-dealers

Broker/dealer E&O
Securities dealer fidelity bond
STAMP bonds
SEMP bonds
Cyber security

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Hedge Fund/Private Fund Insurance

insurance

D&O and fund liability insurance plus fidelity bonds for hedge funds and private funds

Fund liability insurance
D&O coverage
Fidelity bonds
Cyber security

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Theodore Liftman Insurance

Products & Services

RIA E&O/D&O Insurance

Securities Broker/Dealer Insurance

Hedge Fund/Private Fund Insurance

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