“Our Personal Insurance consultants are in the education business, not the commodities business. Discerning the requirements of an integrated and comprehensive personal insurance program is not an easy chore. Our team of professionals delivers a concierge experience to the individuals who privilege us with their personal insurance needs.”

President and CEO

A Delighted Client

“You have consistently gone above and beyond to assist me in whatever my needs may be.”

JoAnn Richardson


Please consider this an invitation to contact:
Carol Peters, CISR
Team Leader
Senior Account Executive
Personal Lines Division

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Tailoring personal protection

We offer our clients uniquely tailored personal insurance policies from the nation’s premier insurance companies. We have been doing so for almost 100 years. Our top-notch team of professionals is trained to design comprehensive programs to properly safeguard your personal assets. Today, we are recognized as one of the most respected personal insurance brokers in California.

Breadth & depth

The depth of our insurance company representation, in tandem with our global market access, enable us to address the unique needs of insuring high value homes, fine art, exotic vehicles, vacation homes, income property, and challenging driving records.

Partial Sampling of Client-valued Services

  • Unmatched intellectual capital
  • Personal insurance risk management program design and analysis
  • Tactical marketing to virtually an unlimited list of insurance companies
  • Aggressive claim management leading to fair and equitable settlements
  • In-house claims division to "police" insurance companies adjuster
  • State-of-the-art technology allowing us to compare policy forms and pricing
  • Annual summary of protection
  • Premises inspections
  • Photo/video inventory (upon request)
  • Legislative advocacy
  • International expertise

Marketing Strategies

We are very deliberate in the processes we employ to negotiate the most competitive pricing an insurance company is postured to offer for each and every one of the policies we bring to you. Accomplishing this challenging outcome is part art, part science, and relentless initiative. Our “top of the stack” submissions, the processes we have perfected over the past five decades, our commitment to excellence… all come together to bring you unmatchable outcomes.