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About this Product
The Financial Institutions Practice Group of Starkweather & Shepley provides "hands-on" service to ensure high quality and competitively priced insurance coverage options to address your firm's individual risk needs.
Dedicated to growth and knowledge of the industry and current trends, our nationally renowned personnel offer independent, tailored and unbiased insurance advice to give our clients peace of mind.
- The Financial Institutions practice group at Starkweather & Shepley is committed to working with established firms, start-ups, and breakaways within the financial community to identify their specific insurance needs and assist with risk solutions. We use our well-established market relationships to secure options for coverage that mitigates the risk of operating as a business
- We work to provide a consultative approach to your risk and insurance programs, helping you mitigate risk through insurance.
- No need to complete an Errors & Omissions / Directors & Officers application - we now have an AI/Technology platform that does it for you.
About Starkweather & Shepley
At Starkweather & Shepley, we embrace the entrepreneurial spirit of our clients. It is within this spirit that we can confidently facilitate an effective relationship to assist our clients in managing and reducing their ultimate cost of risk. Our teams of professionals possess the requisite intellectual capital to properly analyze operational, financial, and strategic risk – to best protect your bottom line.
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Serving RIAs Since
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0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
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Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.
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