PhiloSmith is a leading, independent advisory and investment firm specializing in the insurance and financial services industry.  Our investment banking business provides financial and strategic advice on mergers and acquisitions to insurance companies, insurance agents/brokers and specialty finance companies.  Our investment management business offers investment products focused on the insurance and financial services sector to corporations, financial institutions and high net worth individuals.

For over half a century, we have operated under the belief that our clients’ interests are paramount – a motto that has not only preserved our business for 50 years and counting, but has secured our place as a leader in the insurance investment banking industry.