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Professional & Financial Services



Rhodes has tremendous experience in protecting the specific needs of professional and financial services firms.  From lawyers, accountants, consultants, actuaries, architects, and engineers to banks, credit unions, investment advisors and broker/dealers our team of professionals knows the potential exposures our clients face and the proper way to protect them from these risks. This allows us to construct a comprehensive and cost-effective insurance program for our professional and financial services clients that includes professional indemnity and management liability coverage, two of the greatest threats to these organizations.


Market Segments We Serve

  • Accounting Firms
  • Law Firms
  • Consulting Firms
  • Marketing Firms
  • Digital Media and Advertising
  • Registered Investment Advisors
  • Wealth Management Firms
  • Investment Banks 
  • Private Equity
  • Banks

Coverages
  • Property
  • Crime
  • Liability
  • Excess Liability (Umbrella) 
  • Directors & Officers (D&O)
  • Errors & Omissions (E&O)
  • Cyber
  • Terrorism
  • Workers Compensation (captive)


Industry Solutions 

Accountants Professional Liability
Professional Liability (E&O) or malpractice insurance program for Accounting Firms.  Program includes: 
  • Definition of professional services includes investment advice, pro bono services, trustee/executor, and assurance services.
  • Prior Acts Coverage
  • Subpoena Expense reimbursement
  • Public Relations / Crisis Expenses up to $50,000 
  • Regulatory Inquiry Extension up to $25,000 
  • Custom tailored presentation that qualifies for CPE for your employees

 

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