Liftman Insurance

At Liftman Insurance, we take pride in being a leading provider of financial insurance solutions to the investment industry. With over 60 years of experience, we have developed a deep understanding of the unique insurance needs of investment firms, and we're dedicated to providing tailored solutions to help them mitigate risk and protect their assets.

Our Story

Since 1957, Theodore Liftman Insurance, Inc. has focused exclusively on providing financial insurance that meets the unique requirements of investment firms. Our team of experienced professionals has a thorough understanding of the complex insurance needs of investment services firms, and we're committed to providing expert guidance and support to help them navigate the often complex insurance landscape.

Our Services

We offer a comprehensive range of financial insurance solutions, including:

Investment Advisor Insurance: Errors & Omissions Liability Insurance, Directors & Officers Liability Insurance, and Employment Practices Liability Insurance designed to protect investment advisors from liability and financial loss.

Mutual Fund Insurance: Directors & Officers Liability Insurance, Fidelity Bonds (Rule 17g-1 Fidelity Bond), and Cyber Security Insurance designed to protect mutual fund companies from liability and financial loss.

Securities Broker/Dealer Insurance: Errors & Omissions Insurance, Fidelity Bonds, and Surety Bonds designed to protect securities broker/dealers from liability and financial loss.

Hedge Fund/Private Fund Insurance: Directors & Officers Liability Insurance, Fidelity Bonds, Cyber Security Insurance designed to protect hedge funds/private funds from liability and financial loss.

ERISA Compliance Insurance: ERISA Compliance Bonds, In-House Pension ERISA Bonds, and Surety Bonds designed to protect ERISA plans from liability and financial loss.

Industry Expertise

At Liftman Insurance, we have a deep understanding of the financial services industry and a proven track record of providing expert insurance solutions to investment firms. Our team of professionals includes:

• Experienced insurance specialists with extensive knowledge of the financial services industry
• Professional staff with expert knowledge of investment products and services
• Industry-leading underwriters and claims professionals

What Sets Us Apart

At Liftman Insurance, we pride ourselves on providing exceptional customer service, prompt response to client inquiries, and a profound understanding of the complex insurance needs of investment firms. We take the time to listen to our clients, ask the right questions, and identify the best insurance solutions to mitigate risk and protect their assets.