Our Purpose: To protect our clients’ assets by helping them turn potential liabilities into the asset of a well-managed risk management program. We accomplish this by providing risk assessment, mitigation advice and by crafting comprehensive and efficient insurance policies with companies who stand behind their promise.

Our Vision: To be the pre-eminent, most respected personal insurance boutique in the greater Manhattan and tri-state area.

Our Mission: Every facet of our organization is designed to help us achieve our mission statement:

To be our clients most trusted referral

Our Pledge: We pledge to you: The highest ethical standards from every colleague Concierge-level service The trusted counsel you`d expect to receive from a relative