Financial Services

Complete risk management solutions for financial institutions.

The Financial Services Industry focuses on the special coverage and regulatory needs of insurance companies, private equity/venture capital firms, investment advisors, family offices, banks, mortgage banks, mutual and hedge funds, investment bankers and merger and acquisition firms.

Our Financial Services practice is supported by team members with more than 20 years experience in this area. This experience enables us to identify exposures and understand customer needs in order to provide expert risk management consulting. Oswald works creatively with clients to develop products and policies to best meet those needs. In the market, Oswald advocates for clients based on individual exposures and provides innovative as well as practical, tailor-made solutions.

To learn more about our risk management for financial institutions, contact us today.

Accountants Professional Liability

Protecting accountants from their unique exposure to risk.

Our specialists assist accounting firms nationwide by providing professional liability insurance for accountants. These customized programs are designed to address their specific and complex insurance and risk management needs. We specialize in assisting with:

  • Coverage placement
  • Coverage analysis and program recommendations
  • Risk management consulting and practice management
  • Claims analysis and coverage counseling

Click here to obtain a no obligation quote from a member of our Accountants’ team.

Need more information? Contact us today to learn more about our professional liability insurance for accountants.

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