Strategic Asset Management
Why Wesfair?
our team
We don’t just say we specialize in Financial Services, we lived it. Our team knows the asset management industry best, and has a specialized focus in:
Private Equity
Hedge Fund
Mutual Funds and Exchange Traded Funds
Venture Capital
Real Estate Investment Trust
Other Investment Managers & Family Offices
+ meet Dan & Jacob
our offering
Professional Liability – Errors & Omissions, Directors & Officers
Fiduciary Liability
Non-Custodial ERISA/Fiduciary Fidelity Bonds
Commercial Crime/Fidelity Bond
Employment Practices Liability
Cyber/Privacy Liability
Commercial & Property Liability
Workers Compensation
Our Edge
Serving both small and large asset management clients,; There is one thing they all have in common: They want a broker who is engaged and up to date on the latest in the industry. Many clients have not spoken to their broker in years except to renew policies. If an issue arises, it is kicked to a new contact not familiar with the account or the insurance carrier directly.
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 firm’s risk mitigation and controls. With Wesfair, you get brokers who have walked in your shoes and understand your business.
our access
We work with over a dozen of the top carriers and programs writing insurance in the Financial Service space. We work closely with our clients to help educate them on the products offered, how they respond to the risks in the industry, and obtain competitive coverage options.