The Uhl Agency has been providing insurance solutions since 1958. Jon Kreusch, who spearheaded the agency’s Financial Insurance Program in 2010, spent 13 years at an institutional RIA prior to joining The Uhl Agency. Jon understands how RIA’s operate as well as the unique challenges they face. This experience has shaped him into a leading expert in this specialty area of insurance.

 

Started in 1958, The Uhl Agency is an independent insurance agency located in Dayton, Ohio. We specialize in writing executive liability lines of insurance for registered investment advisors, broker dealers, mutual fund complexes, private equity and hedge funds.

 

The Uhl Agency provides the most appropriate custom-tailored insurance program for your firm, carefully selected from options offered by over a dozen A-rated insurance companies. 

 

Due to our tremendous growth, The Uhl Agency is one of two agencies in the nation to have been awarded an ERISA/Fiduciary Fidelity Bond program that is 18%-30% less expensive than the rates typically charged by other insurance companies writing this coverage. There is very little difference – if any – from one ERISA/Fiduciary Fidelity Bond to another, so if you’re paying more than $0.70 per thousand of limit, you’re paying too much.