About Us

We provide Errors and Omission insurance to several classes of Investment Advisors.  We are known for our extensive industry knowledge and excellent customer service.

We provide coverage in all 50 states on a surplus lines basis, offering us the flexibility to tailor coverage in order to meet our clients’ needs.

Our policyholders are primarily RIAs (Registered Investment Advisors) or IARs (Investment Advisory Representatives). RIAs can be sole proprietorships, partnerships, S corporations, limited liability corporations, or C corporations. IARs are independent contractors of an RIA firm giving investment advice on behalf of the firm.

While this is the bulk of who we insure, we also insure divorce planners who practice within an existing financial planning practice or are stand-alone Certified Divorce Financial Analysts or Financial Divorce Specialists who meet our underwriting criteria.

*Markel Cambridge Alliance can write coverage for any broker that has a surplus lines license.