Boston-based, nationally trusted
E&O and specialty insurance for RIAs, broker-dealers, and hedge funds.
From RIAs and fund managers to broker-dealers and hedge funds, investment professionals trust Liftman for specialized coverage expertise. Explore our white papers, case studies, and client stories — and see why over 2,000 firms have relied on us since 1957.
Behind every policy is a person who knows your business. Liftman Insurance has been a family-run firm since 1957 — and in over six decades, our commitment hasn't changed. Specialized expertise, personalized service, and someone who actually answers when you call.
Registered investment advisors and broker-dealers are required to carry insurance — but finding coverage that fits your firm is another matter. Liftman Insurance has spent more than 65 years placing tailored coverage for financial professionals, from solo RIAs to multi-billion-dollar hedge funds. Tell us about your firm and we'll get you to the right coverage fast, or download our free white papers to learn what protection you need.
Prefer to start with a conversation? Book a call with a Liftman specialist at a time that works for you. No obligation — just straightforward answers to your coverage questions.
Schedule
Ready to see what coverage costs for your practice? Our short online application takes just minutes to complete and gets you a fast, accurate estimate — no phone call required to get started.
Apply
We're available when others aren't — including evenings and weekends. Reach us the way that works best for you, and expect a real person on the other end.
More