Portfolio

Portfolios should evolve with the changing world. Here are some investment ideas to help you begin.

Category
Company
Description
First Partnered
Rubicon Investigative Solutions
A national provider of claims investigation, surveillance and special investigation unit (SIU) services for the insurance, legal and self-insured communities.
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LossRunPro
Subscription software, streamlining loss run requests for agencies.
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Aegis General (Agribusiness)
Stand-alone coverage for irrigation systems. Farm & Ranch Package, Auto and Excess.
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Columbia Pacific Finance
Premium finance company with cutting edge technology and customer service.
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Aegis General (Travel)
Travel Insurance and Event / Registration Cancellation coverage.
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K2 Cyber
Providing SMBs intelligent cyber insurance through continuous risk engineering, cutting edge prevention and mitigation tools and robust cyber education.
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K2 OCONUS
Insurance services company specializing in Defense Base Act Insurance for government contractors.
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Midwestern Wholesale
Insurance solutions for nursing homes, home health and residential care facilities.
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