Errors and omissions insurance

For investment advisors

Since 1989, Markel has offered Errors & Omissions coverage on a surplus lines basis to several classes of investment advisors.

  • Registered Investment Advisors (RIAs) 
  • Independent Investment Advisory Representatives (IARs) 
  • Financial planners 
  • Asset managers 
  • Divorce planners
Why choose Markel for E&O? 
  • Extensive experience in the financial advisory market 
  • Financially strong - read more 
  • Accessibility…call us anytime 
  • Long-term, stable program since 1989 
  • Endorsed by major financial associations and custodians 
  • Immediate response to all claims within 24 hours 
  • E&O for RIAs…it’s all that we do

*Markel can write coverage for any broker that has a surplus lines license.