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Included among the insurance coverages we maintain on behalf of ourselves and our clients are Commercial General Liability Insurance, with each
association/foundation client named as an additional insured, and Employee Fidelity Bond Insurance, with each client named as the loss payee in the event of any loss associated with their respective funds.
We consider it noteworthy, however, that in the history of our firm and its principals, there has been not a single instance of financial irregularity. No Fidelity Claim has ever been
made, or paid. No client has ever lost a single dollar of funds accounted for by us. |
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