Home & Auto Insurance

Financial
Planning
Know more
Wealth
Management
Know more
College &
Retirement
Know more
Life & Health
Insurance
Know more
Commercial
Insurance
Know more
Home & Auto
Insurance
Know more

Our fields

Home & Auto Insurance

We are not just a wealth management firm but also an insurance agency.  Preserving wealth consists of preserving assets against calamities and insurance plays a large role in securing assets.  Your home and vehicles fall under that umbrella and it’s important that they are sufficiently insured.

Areas of Expertise

When it comes to Home and Auto insurance, here are some key points when evaluating your existing policies and talking with an insurance professional.

Wind and Hail coverage

Flood Insurance

Type A or Type B policies

Deductibles & Replacement Costs

Uninsured/Underinsured coverages

Our clients know

Investment Expert is one of the largest and most experienced global private equity investors

We seek to invest in well-positioned companies with operational and strategic improvement potential and partner with management teams to create value by driving revenue and earnings growth.
Client 1 Client 2
Client 3 Client 4
Client 5 Client 6

Let's work together to plan a brighter future for you.

Contact Us