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Your trusted source for the highest caliber High-Net-Worth 

Personal Insurance  portfolio management and white-glove service.


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Meet the Team


B. Grady Greer, CIC, CISR / President & CEO

Grady has 16 years of insurance industry experience specializing in providing insurance solutions for the most complex High-Profile/High-Net-Worth  Personal Lines insurance portfolios including those with risks spanning the globe. His expertise has primarily focused on insuring multi-million-dollar estates, luxury automobiles, rare collections, yachts and the ongoing risk management involved with protecting the global assets of High-Net-Worth and High-Profile individuals.

Grady has worked with many of the nation's largest Business Management Firms, Financial Advisors, Estate Planning Attorneys, Family Offices and Accounting Firms in the country and is familiar with the confidentiality and sense of urgency involved with these types of accounts.

- Policy Types Primarily Sold: Homeowners/Condo/Renter's/Dwelling Fire, Earthquake, Flood, Excess Flood, Jewelry, Fine Art, Watercraft, Aviation, Equine, Course of Construction, Umbrella/Excess Liability and more.

- Major Carrier Relationships: AIG Private Client Group, Chubb, Nationwide Private Client, Pure, SafeCo, Travelers, QBE, Palomar Specialty, GeoVera and Various Managing General Agents (i.e. Burns & Wilcox).

If you are interested in a free consultation for yourself or with regards to one of your clients, please press the Contact Me button below and either call to schedule an appointment or use the online appointment booking system provided.

Contact GRADY Directly

Homeowners / Earthquake


Low deductibles and competitive premiums!

Flood / Excess Flood / Mudslide


Subject to availability due to recent wildfires.

Jewelry / Fine Art / Rare Collections


Worldwide coverage available!