Financial Institutions Insurance
The Uhl Agency’s Financial Institutions Team offers a complete suite of insurance-based solutions – including ERISA Compliance Bonds and Commercial Crime / Fidelity Bonds – for investment advisors, broker/dealers, hedge funds/private equity, and mutual funds.
Our agency is well-versed in the new requirements set forth by two of the major financial services custodians.
Midwest Referred Agent
The Uhl Agency is pleased to report that we have now written over 470 investment firms utilizing our expansive platform of insurance carriers. Our valued clients typically run between $50 million and $25 billion in assets under management or advisement. Our lineup of clients includes investment advisors, broker dealers, financial planners, wealth managers, institutional consultants, investment managers, mutual fund complexes as well as family office practices and private equity practices.
As an independent agency, we have the ability to shop the market with multiple insurance companies to partner your practice with the right insurance company. Our team has over 40 years of combined experience working with financial institutions.