The Clipeum Group

A specialized advisory and management firm exclusively provides alternative risk management strategies for business owners of closely-held companies. Our firm is organized around 3 groups: Advisory, Defense, and Programs.

ADVISORY – EXPERTISE AND EXPERIENCE At The Clipeum Group, we are trusted advisers to business owners. Our Advisory Team comes alongside owners to work closely with you to assess your unique situation and build specific recommendations to grow and to protect your most important asset, their business.

DEFENSE – CLIPEUM IS LATIN FOR “SHIELD” Our Risk Management Team specializes in alternative risk strategies to protect your business initiatives, and by extension your personal wealth, through your privately-owned insurance company and other innovative techniques.

PROGRAMS – THE TIP OF THE SPEAR The Program Team has unique insurance capabilities, digital resources, and experience not only to develop insurance programs, but more importantly to manage them and to grow them by penetrating the national marketplace using our Digital Marketing Asset Team and “insurtech” platforms to engage brokers and insureds.

MANAGERS- MINIMIZE RISK, MAXIMIZE VALUE, MAINTAIN CONTROL But we go one step further because we execute our strategies on behalf of our clients, and we provide ongoing management of our alternative risk insurance solution and revenue-generating insurance programs. We keep our clients positively positioned so they feel that they lead their business with intent and purpose, rather than feeling that they are at the whim of circumstances happening around their business.