Become a Capital Shield® Agent

Find out how you can join Capital Shield® team of agencies to provide value to your high net worth individuals clients

Agency Info

Capital Shield® is a Fidelity Insurance policy underwritten by W.R. Berkley that protects an investor in the event their asset manager, hedge fund manager or investment advisor embezzles the investor’s funds.

Capital Shield University

Rick Barry

Lori Van Dusen

Provide embezzlement insurance to High Net Worth Individuals

Capital Shield® Insurance is a unique product in the market. You can provide greater value to your high net worth individuals clients. Or if you are considering targeting wealthy individuals and families, Capital Shield® product is ideal to get started

Embezzlement Insurance to Safeguard your Future
Designed for High Net Worth Families
Capital Shield® underwritten by W.R. Berkley

Policy Underwritten by W.R. Berkley

Capital Shield® is underwritten by W.R. Berkley.

Founded in 1967, W.R. Berkley Corporation is an insurance holding company with annual premium written exceeding $7.5 billion. A Fortune 500 company and among the largest property casualty insurance businesses in the US, W.R. Berkley has an AM Best rating of A+ (Superior), a S&P rating of A+ (Strong), along with a Financial Rating Category of XV. With 54 independent operating units, W.R. Berkley has more than 7600 employees working in 25 US companies.

Captal Shield™ Protection

Capital Shield® policy by W.R. Berkley will help you protect your wealth from embezzlement

Testimonials and Endorsements of Capital Shield® From Real People Just Like You