INVESTMENT ADVISERS

Even with the most thoughtful planning, there are risks involved with providing services to investors and managing a business. Industry wide scandals (i.e. Madoff, Stanford) have sent shockwaves throughout the investment community with financial advisers now scrambling to determine the adequacy of their risk management and limits on risk transfer protection.  These events serve as an opportunity for businesses to conduct self audits to review and fully understand all aspects of exposures and available protection.

How We Help Our Clients

JP Tech Insurance protects your business and assets by negotiating a premier package of professional liability products designed to protect you from risks associated with operating your business through a flexible and sophisticated insurance product design that includes a wide range of coverages, including professional liability, management liability, directors & officers liability, employment practices liability, fiduciary liability and optional bond coverage.