Liftman Insurance was founded in 1957 by Theodore “Ted” Liftman, who serves as the firm’s Chairman. A licensed insurance broker and consultant, Ted has spent over half a century insuring members of the investment community — long enough to have built the firm’s approach around a segment of the financial industry that generalist insurance brokers often overlooked: firms whose real risk isn’t physical property, but professional judgment.

Longevity in specialty insurance means something specific. It means we’ve placed coverage through multiple regulatory cycles, market downturns, and shifts in how the SEC and state regulators approach enforcement. It means our carrier relationships are established. It means the firms we work with today benefit from decades of claims history and precedent that inform how we structure their coverage from day one.

That history is also why Liftman is trusted by firms. When a claim comes in — whether it’s a regulatory inquiry, a client dispute, or a cyber incident — our clients we can help them through it.

MEET OUR FOUNDER

Theodore “Ted” Liftman, Chairman
Ted Liftman founded Liftman Insurance in 1957. A licensed insurance broker and consultant, he has spent over half a century insuring members of the investment community. Ted holds a Bachelor of Science degree in business administration from Boston University, with a major in insurance.

Liftman operates as a boutique agency by design. We work with a defined roster of clients so that every firm gets direct access to people who know their account, their history, and their risk profile — not a rotating queue of unfamiliar representatives.

• Direct access to the people who actually handle your account, not a general call line
• Coverage recommendations grounded in how your firm actually operates — your AUM, your strategy, your client base
• Support during the moments that matter most: policy renewals, coverage gaps, and claims
• A long-term advisory relationship, not a once-a-year transaction

This is what “concierge-level service” means in practice at Liftman: fewer clients per advisor, more context per conversation, and a team that treats your insurance program as an ongoing relationship rather than a policy to renew and forget.

Nearly seven decades of focusing exclusively on investment firms means our team knows where things actually go wrong — and how to structure a policy so they don’t. That expertise shows up in five specific ways:

• Obtaining broad coverage at competitive premiums, rather than the narrowest policy that technically qualifies
• Responding to client concerns and questions promptly — not routed through a general call queue
• Staying ahead of clients’ risk exposure with industry-leading products as regulations and threats evolve
• Asking the right underwriting questions up front, so clients avoid coverage gaps and claim disputes later
• Streamlining the application process so getting properly covered doesn’t become its own burden

Liftman Insurance serves the full range of financial services firms — not just one segment of the market. Our clients include registered investment advisors, broker-dealers, fund managers, and hedge funds, each with different regulatory exposure and different coverage needs.
Because we work across this entire spectrum of the financial industry, we understand how exposure differs by business model — a fund manager’s risk profile isn’t a broker-dealer’s, and a newly registered RIA’s needs aren’t the same as an established firm managing billions in assets. That range of experience is part of what our clients are buying when they work with Liftman.
We work with the top insurance carriers including: