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Financial Institutions Insurance

The Uhl Agency’s Financial Institutions Team offers a complete suite of insurance-based solutions – including ERISA Compliance Bonds – for investment advisors, broker/dealers, hedge funds/private equity, and mutual funds.

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Program Agent

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Alliance Partner

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Midwest Referred Agent

The Uhl Agency is pleased to report that we have now written over 325 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 35 years of combined experience working with financial institutions.