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Risk Management

Our team will review your current programs to assess fit, expenses and coverage, in order to help ensure your basic risks are covered.


  • Board Member and Trustee Risk Profile & Exposure Identification
  • Errors and Omissions Insurance Review
  • Property & Casualty Insurance Review
  • P&C Asset Protection Strategy Development
  • Property & Casualty – Facilitation
  • P&C Broker Recommendation & Selection
  • Coordinate Risk Management Program
  • Periodic P&C Exposure Review
  • Personal Staff Workers Compensation Placement & Program Management
  • Facilitate Personal Background Checks as Needed
  • P&C Claim Review, Report, & Coordination

Let us demonstrate how we can add value

Tell Us About You

In order to demonstrate how Pathstone can add measurable value to your specific circumstances, we have developed a methodology we call our Pathforward Process.  To begin, first help us understand you and your needs.

Start Pathforward Process
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