Financial Advisors

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

We represent the Markel Cambridge program written through Evanston Insurance Company.  We also write through ACE American and Scottsdale for some of the

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