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Founded in 1994, Strategic Asset Alliance is the Oldest Investment Consulting Firm that
Exclusively Serves the Insurance Industry

We are an investment consulting firm that exclusively serves insurance companies. Our focus is on improving the investment process and, concurrently, the financial results of our insurer clients. Led by three former chief investment officers of insurers, we have no conflicts of interest with investment managers, broker/dealers or others. Most importantly, we consider ourselves first to be part of the insurance industry and then an investment consulting firm that exclusively serves the insurance industry.

Please take advantage of all that our website has to offer. It is all here to assist in improving the investment process of your insurance company.

Insurer Investment Forum XV

“Excellent – Highly informative and engaging.”

“Great info…Great interactions.”

On March 18-20, 2015, the Insurer Investment Forum will once again return to its most popular location: The Grand Del Mar, San Diego, a 5-star hotel. As we did last year, IIF XV will have our Case Study sessions cover the first day to start the conference, followed by our usual top-notch, expert speakers discussing the most important issues facing insurers on the second day. Most importantly, you will have an opportunity to share ideas and opinions with your peers and the speakers, as attendance is limited. Add golf and other recreational opportunities on the third day, and IIF XV promises to be another don’t miss event.

Click Here to View the Forum Agenda
Click Here for Complete Event Details and to Register

To view the presentations from the Insurer Investment Forum XIV, please click here.

For more information or to request an invitation, please contact Julie Stone.

Investment Seminar for Government Risk Pools

In response to strong interest among risk pools, Strategic Asset Alliance hosts the Investment Seminar for Government Risk Pools on a biennial basis. This interactive event will feature informative presentations on investment topics and unique challenges.

The next Investment Seminar will be held in 2016.

This event is tailored specifically for government risk pools. It will be educational, answering your questions from the basics through what the most important investment issues for pools are today.

To view the agenda for 2014, please click here.

For more information or to request an invitation, please contact Julie Stone.

Interesting and Informative Book about the Investment Process of Insurers

Alton Cogert, President and CEO, has written “Uncertain Times: A Chief Investment Officer’s Journey,” which tells the fictional story of an insurer CIO while also providing non-fiction details on how to develop a solid investment process. For more details, please go to the book’s web site or for Kindle version.

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” From the Northwest Quadrant” is a blog published by Strategic Asset Alliance, the insurance investment specialist.  Always contact a professional before acting on any recommendations or opinions noted within the Blog.  For general comments, e-mail

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