SAA is an independent investment consulting firm that works exclusively with insurance companies and pooling 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.
We provide insurers and pools with independent investment advisory services to aid their board members and senior executives in meeting fiduciary responsibilities, along with strengthening their investment program.
All of our consultants are former senior investment executives at insurers and bring broad, deep expertise across the various lines of business. We have also worked with Pooling organizations for over a decade. We combine a knowledge of investments with an understanding of the insurance and pooling businesses.
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 46 Insurance Companies within 26 Partner Client Relationships with assets under advisement of ~$7.8 billion spanning Commercial P&C, Health and Life carriers, and a number of Governmental Risk Pools.
Since SAA’s inception, we have worked with more than 100 clients across the insurance industry including Life, Health, P&C, State Regulators, Rating Agencies, Reinsurance and Governmental Risk Pools.