Insurance disclosures

RIA Reserve is presented through a collaboration among USI Insurance Services, CRC Group, and STP Compliance. Insurance coverage is subject to underwriting, policy terms, conditions, exclusions, and applicable licensing requirements.

Roles

USI Insurance Services acts as the client-facing insurance broker and risk adviser. CRC Group serves as the wholesale insurance partner providing specialty market access and underwriting coordination. STP Compliance is the RIA compliance and industry partner; STP Compliance does not underwrite, sell, or place insurance, and USI Insurance Services does not provide legal or compliance advice.

Preliminary eligibility indications on this site are not offers of coverage. Final eligibility and terms are determined through the program’s underwriting process.