Financial Institutions

We understand the business and coverage needs for financial institutions: Investment Advisors, Hedge Fund Managers or Private Equity Firms, to name just a few, and will tailor solutions to meet your specific needs.

In today’s complex and volatile securities market, Rosen & Company can secure a comprehensive portfolio for the traditional and alternative asset management industry.  Investment managers and advisers need thorough protection for the risks associated with providing services to clients. They also need coverage to address the potential liabilities that may arise from the need to comply with state and federal regulations, maintain sound employee relations, and even manage the company itself.  Our scope of coverage includes a host of industry specific products that protect businesses from legitimate and erroneous claims.

“Rosen provides the attention and responsiveness of a local agency and the sophistication and expertise of a large organization with endless resources.”