The Financial Services sector is one of our core specialty practices. This industry faces unique challenges that require a team of experienced professionals equipped to assist clients with the complex risk management issues they face.

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Vanbridge, an EPIC Company

Vanbridge was conceived out of the desire to better serve the alternative asset management community by bridging the traditional insurance industry and capital markets and allowing them to tap into the best aspects of both.

Vanbridge focuses on alternative asset management, corporate and individual high net worth clients to solve risk-related issues utilizing insurance and alternative capital. Our unique structuring and plan design techniques support various client objectives including cost reductions and enhancements to investment strategies that strengthen long-term financial performance.

Learn more about our alternative asset management coverage at

Life & Executive Benefits Brokerage Agency Services

Knowledge of the investment advisory space affords us a unique point of view.

We strengthen the positions of our Registered Investment Advisor (RIA), Insurance Broker, Certified Public Accountant (CPA), Law Firm and Financial Planning clients as industry leaders by expanding their offerings to include service and solutions that span the life, disability, annuity and executive benefits marketplace, including superior consulting on risk-related solutions.

In an industry that has struggled to evolve beyond the transactional, we choose to put our own interests, or the interests of a particular company, aside to focus solely on the best interests of our clients. Simply put, we look at insurance planning through a consultative lens to offer a new concept in risk planning, one that brings the entire picture into focus by providing coordinated advice about executive benefits, estate, tax, distributions, business succession and other financial matters. The turnkey services we offer encompass everything on a wholesale/brokerage general agency (BGA) chassis with the capability to offer full-service resources, including direct-to-client consulting support. We’ll work with you and your clients directly, emphasizing the client-advisor relationship, to determine and facilitate their potential needs and/or analysis.

By broadening the scope of solutions and professional services available, this new platform will allow you to focus more on your clients, their priorities and how to best serve clients to ensure we’re all well-positioned for even greater growth. Our unique consultative model includes but is not limited to:

  • Executive benefits, corporate-owned life insurance (COLI), universal, indexed, current assumption, whole and variable life insurance, term insurance, survivorship, disability, long term care, private placement, annuities
  • Policy design, policy analytics, management and review
  • High net, ultra high net worth and family office planning strategies and solutions
  • Executive benefits and business solutions
  • Sports & Entertainment expertise
  • Understanding of the best interest and Uniform Prudent Investor Act (UPIA)
  • Disclosure obligations; care obligations; conflict of interest obligations
  • Working with and understanding fiduciaries, trustees, etc.



What to Expect from EPIC

Our integrated, multi-disciplinary approach led by seasoned experts with decades of experience delivers a broad range of customized solutions focused on optimizing program design and coverage while maximizing cost efficiencies. Our expertise in this specialized area comes with our industry-recognized reputation for exceedingly high customer service.

Our broker teams work with our actuaries to ‘pre-underwrite’ risks to ensure that our clients get objective, relevant information. Although these capabilities can be applied across a wide range of industry groups, they are especially effective for Financial Services. As our clients, you are empowered to make informed risk management decisions based not only on the collective data of the Financial Services market as a whole but also with empirical data that are unique to your business.

We are also your advocates with the insurance companies. Our strong market connections are based on long term relationships. As a result, underwriters consistently demonstrate their willingness to help us structure exceptional programs and obtain favorable claims resolutions.

Our Clients

Our Financial Services clients include:

Asset managers
Broker dealers
Commercial, savings and investment banks
Exchanges, depositories, clearing houses
Finance companies
Hedge funds
Insurance companies
Investment managers
Mutual funds
Private equity

Our Leaders

Phil Moyles Headshot
Philip V. Moyles, Jr.

Chief Growth Officer and President of Financial Services CEO of Vanbridge

Mitchell Smith Headshot
Mitchell K. Smith

President, Life, High Net Worth & Executive Benefits; Managing Principal, Partner, Vanbridge, an EPIC company; Managing Principal, EPIC Select

Lou D'Agostino Headshot
Lou D’Agostino

Alternative Asset Management – Hedge Funds Principal, Hedge Fund Practice Leader, EPIC

Kyle Binnington Headshot
Kyle Binnington

Alternative Asset Management – Private Equity Principal, Vanbridge

William Goett Headshot
William Goett

Financial Institutions Managing Principal, EPIC

Michael Klaschka Headshot
Michael Klaschka

Financial Institutions Managing Principal, EPIC

William Steers headshot
William M. Steers

Managing Principal – Financial Institutions & Asset Management EPIC, Vanbridge, EPIC Life, EPIC Select

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Contact us to see how we can help your business.