SAA is an independent investment consulting firm that works exclusively with insurance organizations. Founded in 1994 by our President Alton Cogert, our experience and focus enables us to help our clients improve their investment process and enhance the value added by their portfolios which are critical components of their business.
All of our consultants are former senior investment executives at insurers and bring broad, deep expertise across the various lines of business. We combine a knowledge of investments with an understanding of the insurance business.
We are headquartered in Washington with two other offices in Maine and Massachusetts; with a staff of eight, including three consultants who are Principals of the firm.
Who We Work With:
We currently work with 26 Partner Clients with assets under advisement of ~$11.2 billion spanning various insurance segments. These segments include: Commercial P&C, Health and Life carriers, as well as a number of Governmental Risk Pooling organizations. We also have 1 Reporting Client w/ ~$0.4B AUM.
Since SAA’s inception in 1994, we have worked with more than 90 clients across the insurance industry including Life, Health, P&C, State Regulators, Rating Agencies, Reinsurance and Governmental Risk Pooling.