ADVISOR RESOURCES

Starkweather & Shepley’s Investment Industry Practice Group is a leading provider of Errors & Omissions and Directors & Officers Insurance. Our specialized and focused approach to your business, helps to identify the unique areas of exposure faced daily by firms in the financial world. We consistently adapt our strategy to amend policies accordingly, in order to provide the necessary protection in a rapidly changing environment. Our continuous involvement in industry conferences, seminars and webinars help us stay attuned to all industry developments. Our practice group specializes in coverage design and risk management strategies for insuring financial institutions and personnel. These institutions include investment advisers, securities brokers and dealers, mutual fund groups, private investment funds, hedge funds, Private Equity, Venture Cap, trust companies and banks. We also offer a 24/7 claims handling process and are dedicated to our clients’ needs.

Founded in 1879, Starkweather & Shepley Insurance Brokerage, Inc. (S&S) has been in business for 136 years and is ranked as the world’s 69th largest insurance brokerage in the world by Business Insurance magazine. In addition, Insurance Business America named S&S as one of the Elite 35 insurance agencies in the country out of a possible 38,500. S&S offers all lines of insurance including commercial and personal lines as well as one of the leading Employee Benefits Group in the country.

Contact (781) 320-9660 for more information or visit us at www.starshep.com to “Discover the Starkweather Difference”.

Starkweather & Shepley Insurance is not an affiliate, agent or representative of Equity Trust Company or any of its affiliates.