Our Protection for You and Yours.

AIMS offers customized risk management Solutions focused on identifying and mitigating loss exposures.

Each client is unique. AIMS provides tailored solutions to maximize both value and coverage.

  • Individual review and assessment of exposures to identify coverage gaps
  • Recommendations for improving coverage while providing competitive rates
  • Access to insurance companies specializing in programs for the affluent to ultra high net worth
  • Guidance for risk mitigation and reduction
  • Ongoing portfolio management to keep pace with changes in the market conditions and the dynamic lifestyles of clientele
  • Individuals and families insured through our Private Client Group are provided a licensed Account Administrator who provides concierge-level services ranging from day-to-day needs to an annual portfolio review.

Private Client service offerings

By adding together the three averages of coverages being underinsured, over insured, and savings opportunities missed, we are able to quantify the problem of overpaying and underinsuring. An index of 0 suggests no problem exists; an index of 30 indicates a reasonable relationship between perfection and reality; and an index above 80 represents the widespread problem of overpaying and underinsuring among High Net Worth families who use mass-market insurance.



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