Six Decades of Financial Services Insurance Expertise

Liftman Insurance focuses exclusively on professional liability coverage for investment firms. It’s all we do — and it shows.

Liftman Insurance was founded in 1957 to serve a single industry — financial services.

That singular focus means deeper carrier relationships, sharper expertise, and a team that understands your world before you have to explain it. More than 2,500 investment firms trust us with their coverage. When something comes up, we answer the phone.

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Meet the Team

The people who answer your calls, review your coverage, and go to bat for you when you need it.

Our Team

Our Story

How a family-run firm founded in 1957 became one of the most trusted names in financial services insurance.

Our Story

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