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"Safeguarding your interests as you help clients accumulate and preserve wealth."
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Todd Associates has experience and expertise in understanding the unique needs of all types of financial institutions. Our experience includes working closely with:
- Banks (privately and publicly held)
- Broker Dealers/Investment Advisors
- Insurance Companies
- Investment Bankers
- Life Insurance Agencies
- Money Managers
- Mortgage Bankers
- Mutual Funds
- Hedge Funds
We are one of the few regional independent agencies to have been selected to provide all Management Liability coverages for a large publicly-held national insurance company. Our experienced professionals have conducted seminars at an insurance company’s corporate headquarters to train their company managers on the exposures relative to Directors’ & Officers’ Liability. |
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