
PRIMARY COVERAGE
Financial Institutions - Investment advisors
Falcon Risk Services offers blended coverage for investment advisors, hedge funds, and mutual funds. Our policy covers D&O, E&O, and cyber coverages for financial institutions. Our experienced team is here to help address simple or complex financial institution risks.
Key Coverage and Appetite Notes:
- Broad, wide-ranging appetite
- In-house claims expertise
- Multiple coverage enhancements, including third-party cyber liability, outside position liability, and pre-claim defense coverage.

EXCESS COVERAGE
Financial Institutions
Looking for additional coverage? Falcon Risk Services provides excess coverage for a variety of financial institutions. Excess is offered for D&O, E&O, Fiduciary, Cyber, Side A, and IDL. With a broad appetite, Falcon makes it simple to find excess coverage for your complex risks.
Key Coverage and Appetite Notes:
- Attach at first excess and above
- In-house claims expertise
- Ability to consider unique and complex risks
CONTACT ONE OF OUR TEAM MEMBERS
TIM BARRY
HEAD OF FINANCIAL INSTITUTIONS
Paul Pan
VP OF FINANCIAL INSTITUTIONS
MIKE O'CONNOR
VP, CENTRAL ZONE