Investment Law Group Practices Risk Transfers | Ebroker

Who is The Investment Law Group?

The Investment Law Group of Davis Gillett Mottern & Sims LLC is a boutique law firm focused on providing value to investment managers and businesses. The company uses the extensive knowledge of partners such as lawyers, investors, and business owners to provide useful information to its clients.

The Investment Law Group was founded in 2002 and is based in Atlanta, Georgia. The firm provides expertise in the creation and operation of hedge funds and other private equity firms, and works with investment managers on a variety of liquid and illiquid strategies.

Partners in the Investment Law Group also provide advice to entrepreneurs and business owners through practices designed to support companies as they grow and develop. In working with its clients, the company is committed to being consistent, thoughtful, and diligent.

What Risks Do Law Firms Face?

One of the challenges that firms like Investment Law Group face is finding the right insurance partner with the best policies. Having the right information is essential for all law firms, to ensure that firms and lawyers can be protected while serving their clients.

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Generally, the most important insurance that a lawyer or law firm can purchase is legal insurance (LPL). Also known as legal malpractice insurance, LPL protects lawyers and firms against claims of failure to perform any work in accordance with prohibited professional and ethical standards. Customers can file a complaint even if such a breach has not occurred, subject to adverse legal consequences. There is a huge potential for exposure, from misinterpretation of the law and bad legal advice to missed deadlines.

Given that four out of five lawyers will be prosecuted for wrongdoing at some point in their work, they have the right lawyer insurance it’s an important thing. LPL requirements it is different in every region. While only Oregon and Idaho currently require attorneys to carry legal insurance, several states require attorneys to disclose their insurance, while others such as Ohio require attorneys to disclose to clients if they are working without assistance.

The need for insurance is clear. A challenge facing law firms like the Investment Law Group is finding the right insurance. Although many brokers understand the importance of having adequate legal information, many fail to do so.

Most of them law firms, especially small companies, are forced to spend a lot of time filling out forms and waiting to receive a price. Those companies meet them large premiums and lack of transparency in prices. For law firms like the Investment Law Group, spending too much time and effort on fulfilling the old requirements of traditional insurance policies can interfere with the important work of serving their clients.

Ebroker’s Law Firm Insurance Solutions

When the leadership of the Investment Law Group met with Ebroker, they knew they had found the right insurance partner. As the nation’s leading insurance provider, Embroker is well positioned to support law firms such as the Investment Law Group. With its commitment to making insurance simple, Ebroker provides law firms with the ability to obtain quotes quickly in a short period of time to protect them and their attorneys.

In working with Embroker, the Investment Law Group’s leadership was very impressed with the excellent service provided by Embroker’s representatives. Having a direct contact with Ebroker proved a successful strategy, allowing the company to get the support it needed in a satisfactory, timely manner.

Embroker’s commitment to reinsurance for law firms makes it a good partner for firms such as the Investment Law Group. Embroker understands that lawyers want professional services, competitive and transparent pricing, and a simple, time-saving process. It’s Embroker The price of LPL was created to meet those needs by providing services designed for the legal industry.

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In addition to LPL insurance, Ebroker offers several other policies to ensure that law firms are protected. Although each firm has unique needs based on its size, all law firms should consider insurance policies to protect their lawyers and their assets:

  • Employment insurance: Also known as errors and omissions (E&O) insurance, this policy is designed to protect law firms and attorneys from civil lawsuits related to negligence, common mistakes, omissions, misrepresentations, and more. For law firms, it’s important to know How much does E&O insurance cost?.
  • Business Owner Policy: Embroker’s BOP includes commercial property, full responsibilityand business interruption insurance. This plan provides essential services at a low cost.
  • Commercial insurance: This policy protects businesses and law enforcement agencies from financial loss due to crimes committed by employees and/or third parties, including theft, money laundering, and fraud.
  • Cyber ​​​​liability insurance: A very important point for any business or company in the digital age, cyber security insurance provides protection against damages that may result from a cyberattack.
  • Directors & insurance officers: D&O protects the leaders of a company or company by protecting their assets from charges related to misuse of funds, violations of laws, and more.
  • Work related insurance: EPLI provides coverage for employee claims of discrimination, wrongful termination, harassment, and other employment-related claims.
  • Workers’ compensation insurance: Workers’ compensation is required by law in all states except Texas, and covers medical expenses, lost wages, and more.


Since first registering with Ebroker, Investment Law Group has remained a satisfied customer. Instead, the firm worked with Embroker attorneys Brad Barkin, VP Law & Accounting Practice, and Joe Wasserman, Senior Customer Success Manager, to revise its policies. Thanks to direct contact and clear communication with the Ebroker team, the restructuring process was smooth and painless, ensuring a successful partnership between Ebroker and the Investment Law Group.

“Brad Barkin and Joe Wasserman have been very helpful to our company. They have given us a lot of time to renovate, and they have made the process as painless as possible, with great results.” – Rob Joseph, Partner and Attorney, Investment Law Group of Davis Gillett Mottern & Sims LLC

With the right insurance, Investment Law Group management and attorneys can focus on helping their clients by providing unmatched value to investment managers and businesses. The company can continue on its path to growth and success, knowing that it is protected by the right insurance.

Currently, Embroker continues its mission to provide law firms with digital, cost-effective, and time-saving solutions to meet their needs while protecting them with proprietary policies.

“I have already recommended Embroker to several friends and will continue to do so.” – Rob Joseph, Partner and Attorney, Investment Law Group of Davis Gillett Mottern & Sims LLC

Investment Law Group at a glance

Law firms like the Investment Law Group are dedicated to helping their clients succeed. This is why having the right insurance, including solid LPL insurance, is so important, helping to protect companies and their lawyers so they can do the work they need to do without worrying about potential risks.

For law firms large and small, having a reliable and trustworthy insurance provider like Ebroker is the best way to protect yourself and ensure the smooth running of your business.