SAA is an independent investment consulting firm that only focuses on insurers, founded in 1994 by our President & CEO, Alton Cogert.

Our mission is to improve the financial results of our insurance company clients. Investments are not separate pieces of the insurance puzzle, they are integral parts of a successful insurance operation.

We are headquartered in Washington with three other offices in Maine, Massachusetts and Ohio with a staff of eight including four consultants who are Principals of the firm.

We currently work with 24 “Partner” Clients with assets under advisement of ~$9.4 billion spanning various insurance segments including Commercial P&C, Health, and Life carriers as well as a number of Government Pooling organizations

Who We Work With:


Since SAA’s inception in 1994, we have worked with 88 clients across the insurance industry including Life, Health, P&C, State Regulators, Rating Agencies, Reinsurance and Government Pooling.