Today’s discussion is with Chad Ramberg, President of Box Professional Insurance. Box Professional Insurance serves investment companies that are regulated by the SEC and state registered advisors and investment companies that are conditionally exempt. Clients include RIA’s, public funds (mutual funds, ETF’s, etc.) private funds, family offices and other business structures where the investment advice is deeply associated with a CPA, insurance agency, trust company or attorney.

Chad and I chat about the firm, the different business models they serve and how his previous experience gives him a great perspective of those they serve. We also get into the other nuances of how they solve the risk management problems RIAs may face. To find out more about Box Professional Insurance, click here. Podcast transcript available here.

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