Fidelity Institutional Wealth Services
Discount Alliance Partner

Who are We?

Lead by Andrew Fotopulos, Senior Vice President, a nationally recognized broker for financial institutional firms with over 23 years of experience, Starkweather & Shepley's Investment Industry Practice Group focuses on providing specialized risk coverage designed for insuring financial institutions and personnel, particularly Registered Investment Advisers and Investment Management Consultants.

We provide complete "one stop" insurance services for Fidelity Institutional Wealth Services advisers by our Investment Industry Practice Group include...

• Investment Advisers Errors & Omissions
• Directors & Officers Liability
• ERISA Bonds and Fidelity*/Dishonesty Bonds
• Employment Practices Liability
• Securities Dealer's Bonds
• State Surety Bonds
• Mutual Fund Liability
• Hedge Fund & Private Investment
• Funds Liability
• Corporate Identity Theft Insurance
• A full range of Commercial, Personal, and Benefits coverages as well.

These coverages are expertly tailored to your specific needs and are competitively offered via the premier insurers in the industry.

Additionally, Starkweather & Shepley can provide a full range of coverages including but not limited to...

• Commercial Insurance - Property/Liability, Workers Compensation, Automobile, etc.
• Employee Benefits - Health, Short & Long Term Disability, Long Term Care, Life, etc.
• Personal Insurance - Homeowners, Personal Auto, Watercraft/Yacht, Jewelry, etc.

In the event of a claim, we offer our clients a Claims Department that has the experience, time, and dedication to go beyond the traditional 'claims reporting' role that too many firms do. Starkweather & Shepley's claims team believes they're your 'claims advocates', helping you to a successful and equitable conclusion of a sometimes confusing (and frustrating) claims process.

Features & Benefits

• Choosing the right insurance shouldn't be a 'roll of the dice'. That's why Starkweather & Shepley's Investment Industry Practice Group works with Fidelity Institutional Wealth Services Advisers to meet your specific needs & goals.
• We work with only premier carriers to offer you the full array of finest insurance products you need.
• Our Investment Industry Practice Group personnel have extensive knowledge of the Investment Industry, which allow them to provide you the most comprehensive insurance programs at competitive pricing

What to Expect

Andrew Fotopulos and the Investment Industry Practice Group staff are ready to provide you professional, personalized service. Fidelity Institutional Wealth Services Advisers should expect outstanding products and services from one of the world's top insurance brokerages. Our firm has been in business since 1879 because we greatly value the tremendous confidence & trust our clients place in us everyday.

Experience the Starkweather & Shepley difference by calling Andrew Fotopulos and the Investment Industry Practice Group team today.