When launching our RIA, we needed an insurance specialist that understood our business. I vetted out four different agencies and truly felt Box Professional Insurance separated themselves by a large margin.Joe Stock, Managing Partner at Lake Street Private Wealth, LLC ($961M AUM)
Is Your RIA Truly Protected?GainClarity
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Our Core Services
Comprehensive insurance protection designed for RIAs.
Errors & Omissions
One mistake costs millions. E&O insurance covers legal fees, settlements, and judgments when clients claim you made errors or gave bad advice.
Directors & Officers
Lawsuits target your executives personally. D&O insurance protects their homes, savings, and retirement accounts when someone sues over business decisions.
Cyber Liability
Hackers steal client data. Cyber insurance pays for breach notifications, credit monitoring, fines, legal fees, and lost business.
Fidelity Bonds
Your employee steals client money. Fidelity bonds reimburse clients and protect your firm from theft and fraud.
EPLI
Employees sue for discrimination, harassment, or wrongful firing. EPLI covers legal costs when staff take you to court.
Fund Management Insurance
Markets drop. Investors sue. Fund Management Insurance combines E&O and D&O coverage to protect firms and managers from investment performance lawsuits.
What RIAs Are Saying
RIA leaders share how BPI changed their insurance program.
“When launching our RIA, we needed an insurance specialist that understood our business. I vetted out four different agencies and truly felt Box Professional Insurance separated themselves by a large margin.”
Joe Stock
Managing Partner
Lake Street Private Wealth, LLC
$961M AUM
All Client Testimonials
Chad and the Box Professional team supported us from day one—through our RIA's launch all the way to our recent sale. They make sure we understand our coverage and always review it proactively. We trust them completely.Lynn Magnus, Principal, Financial Advisor at Long Run Wealth Advisors, LLC ($623M AUM)
900+
RIAs/Advisory Teams Protected
3,000+
Advisors Covered
98%
Client Retention Rate
100%
RIA Focus
Why Choose Box Professional Insurance?
We work with RIAs only. We know your risks. We protect your firm. Our RIAview process matches your coverage to your needs.
Learn More About Us15+ Years
RIA experience
RIAview
risk analysis yearly
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carriers
Dedicated
in-house claim support