Strategic Focus on Financial Risk
URM works with investment, advisory, and financial technology businesses where liability is driven by capital, contracts, regulation, data, and professional judgment. We build insurance programs for firms whose risks do not fit neatly into off-the-shelf coverage.
Reduce Financial Risk
Transfer performance risk and limit balance sheet exposure.
Meet Requirements
Satisfy Contractual, regulatory, and investor requirements.
Strengthen Confidence
A-Rated insurance to stand behind your decisions.
Attorney-Broker Team
Legal insight and insurance placement experience in one advisory process.
Specialized Solutions
Private Equity, VCs, RIAs and Fintech companies need specialized coverage and brokers.
Top Tier Carriers
Access to decision makers at global, A-rated insurers in the US, London and Bermuda.
Aligned with your Goals
Designed around your contracts, regulatory obligations, economics, and customer promise.
RIAs
We deliver insurance and risk management solutions tailored to the unique exposures of registered investment advisors. Our approach protects advisory firms across operational, regulatory, and investment-related risks. Core expertise includes E&O, D&O, Cyber, and Fiduciary Liability, with optional coverage for fund-affiliated entities and transactional activities - ensuring comprehensive protection for RIAs and their clients.
Our Approach
Step 1
Requirements
Understand your pain points, review contract requirements, identify risks and provide an insurance strategy tailored to your risk strategy.
Step 2
Execute
With strategic alignment in place, our experts create custom solutions for our fund partners. We are not limited to placing insurance and can take the form of new technology or legal assistance.
Step 3
Ongoing
Once we begin the process, we can be as collaborative or independent as you would like. We believe in a one size fits none approach, and our solutions are rapidly customizable.
Private Equity
We specialize in insurance and risk management for private equity firms with $150M+ AUM, ensuring comprehensive protection across fund operations, portfolio investments, and executive liability. Our expertise spans D&O, E&O, GPL, Cyber, and Transactional Risk Insurance, providing solutions that align with your fund’s strategy and risk profile.
Venture Capital
We provide insurance and risk solutions for high-growth, venture-focused funds, ensuring protection across fund operations, portfolio investments, and emerging risks. Our expertise includes D&O, E&O, GPL, Cyber, and Transactional Risk Insurance, designed to safeguard fund managers and their investments.