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Private Equity & Investment Firm Insurance
Directors & Officers, E&O & Management Liability for Oregon Investment Firms
Private Equity & Investment Firm Insurance
Directors & Officers, E&O & Management Liability for Oregon Investment Firms
Or Get A Free QuoteAbout Private Equity & Investment Firm Insurance
Private equity firms, venture capital funds, and investment companies face complex management liability exposures — from investor disputes and regulatory actions to errors in investment decisions. Standard business insurance is rarely sufficient for the unique risks of investment management.
Gerald Ross Agency works with carriers that specialize in financial services and investment firms, helping private equity and venture capital firms find comprehensive management liability coverage.
Why Choose Gerald Ross Agency?
- Independent agency — we work for you
- Explore coverage options for your needs
- Local Oregon Coast insurance guidance
- Serving Oregon Coast since 1937
- Help comparing coverage and policy terms
- Personalized service and claims advocacy
What's Covered
Directors & Officers
Covers claims against directors and officers for wrongful acts in managing the firm.
Errors & Omissions
Covers claims of negligent investment advice or errors in investment management.
Employment Practices Liability
Covers claims of discrimination, harassment, and wrongful termination by employees.
Fiduciary Liability
Covers claims of breach of fiduciary duty in managing investor funds.
Cyber Liability
Covers data breaches and cyber attacks targeting sensitive investor and financial data.
Crime Insurance
Covers employee theft, fraud, and other crime-related losses.
How to Get Coverage
Contact Us or Request a Quote
Call Gerald Ross Agency at (541) 469-3144 or submit an online quote request. Our agents will gather details about your business and coverage needs.
We Shop Multiple Carriers
As an independent agency, we compare rates from 50+ top-rated insurance carriers to find the best coverage at the most competitive price for your business.
Review Your Policy
We'll walk you through your coverage options, explain what's included, and help you choose the right policy limits and deductibles for your situation.
Ongoing Service & Claims Support
Our team is here for you throughout the life of your policy — for renewals, coverage changes, and claims advocacy when you need it most.
Frequently Asked Questions
Common questions about this coverage in Oregon.
What insurance does a private equity firm need?
What is D&O insurance for investment firms?
Do investment firms need E&O insurance?
How much does investment firm insurance cost in Oregon?
What is fiduciary liability insurance?
Still have questions? Contact our team for help.
Get A Free Quote
