Investment Advisory Group - Bridging Independent Advice and Strategic Guidance to Select Companies

Property and Casualty Insurance

Investment Advisory Group is pleased to affiliate with Wortham Insurance in providing property and casualty insurance. Wortham Insurance is a leading, global provider of risk management services. In that role, it provides specialists in senior living care with exclusive market and underwriting relationships for complete marketing capabilities. When a client faces a challenge that requires an innovative response, Wortham Insurance is positioned to bring together the best resources from within its organization to develop a cost-effective solution.

Since its founding in 1915, John L. Wortham & Son, L. P. has focused on meeting the insurance, risk management, and employee benefits needs of companies, professional practices and individuals. Today, Wortham ranks as the largest independent insurance broker in Texas, 20th largest in the US, with headquarters in Houston and offices in Austin, Dallas, Fort Worth, and San Antonio.

Wortham serves an extensive range of industries, from construction to energy to healthcare to sports and entertainment. They offer a comprehensive portfolio of services, including insurance brokerage, claim management, loss control, risk management consulting, personal life insurance and employee benefits.

At Wortham, they work with a full range of clients of all types and sizes-Fortune 100 corporations with global operations, local and regional public and privately-held firms, medical institutions, governmental, educational and nonprofit entities and individuals. Clients benefit from their worldwide capabilities in 129 countries on six continents.

Wherever Wortham works, whichever industry they serve, they treat clients with integrity, trust and respect. As an independent, privately-owned firm, Wortham's unique structure puts their clients' interests first. The more than 500 men and women at Wortham deliver innovative solutions tailored to handle their clients' complex issues. Their seasoned teams have earned a well-deserved reputation as being among the most talented insurance professionals in their fields of expertise and bring experience, dedication and exceptional value to every Wortham client.