A specialized focus on the industry we know best, hedge funds, private equity funds, and venture capital firms. Our management team includes industry professionals who know your business and the risks you are exposed to.
How we help
Custom Forms & Programs
Utilize custom manuscript forms and programs designed for asset managers with top industry carriers.
Contract Review
Advocate for and assist client with contract review including providing recommendations on coverage requests from third party vendor and service providers.
In-Depth Reviews
Complete an in-depth review of your current insurance program by offering a complimentary, robust Observation Report with a summary of insurance, detailed list of strengths and weaknesses and recommendations.
Personal Attention
Give personal account attention, including working in tandem with key management and personnel, including Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer, Corporate & Fund Controller, Human Resource Team to assist with risk management.
Risk Mitigation
Advise on risk mitigation and loss prevention to ensure the safety and well being of investors, directors, management, and employees. This includes the review of portfolio companies which often can materially impact asset management clients.
Our Solutions
Professional Liability
Errors & Omissions
Directors & Officers
Employment Practices
Fiduciary Liability
Non-Custodial ERISA/Fiduciary Fidelity Bonds
Commercial Crime/Fidelity Bonds
Cyber/Privacy Liability
Property & General Liability
Workers Compensation
we have the access.
We work with top carriers writing insurance in the Asset Management space. We have access to programs that are designed specifically for asset managers providing manuscript forms and broadening endorsements.
we have the edge.
Clients want a broker who is engaged and up to date on the latest in the industry. Wesfair prides itself on working closely with our clients to educate them and provide a high touch solution for their insurance needs. We analyze and provide recommendations on best practices that relate to your companies risk mitigation and controls.
why wesfair?
Founded in 1932, Wesfair has been servicing the Financial Industry for decades. From investment advisors and broker dealers to alternative asset managers, our clients have evolved as the industry has. Today, our asset management client base ranges from $100M to $25B of assets under management with exposures across the world.
Daniel Griffin, CPA and CIC, and Jacob Hadad, CPA and licensed broker, both have extensive industry knowledge having worked at Apollo and Ernst & Young. They understand the unique challenges asset management firms face in the industry and are able to help clients understand their risks and issues. Through real life experience working through controls and risk internally within organizations, you get brokers who have walked in your shoes and understand your business.
Daniel Griffin
President, RPLU, CIC, CPA
Harvey Dann IV
Director, CIC
Jacob Hadad
CIC, CPA
Caty Koehl
Licensed Insurance Broker