About SAA

Strategic Asset Alliance Leads in Insurance Investment Consulting Market Share 

According to the results of the 2006 Survey of Insurance Companies’ Investment Management Practices, Strategic Asset Alliance leads in insurance investment consultant market share, both for manager search/evaluation and for other investment consulting services such as investment policy review, performance evaluation, asset/liability management, tax strategy and enterprise risk management, provided to insurance companies.

The Survey was conducted by Eager, Davis & Holmes, LLC, of Louisville, Kentucky, Eager, Davis & Holmes is a consulting company engaged in helping investment managers win and retain assets. 

“We congratulate Strategic Asset Alliance on this achievement,” commented David Holmes, Partner, Eager, Davis & Holmes, LLC.   “Over 150 insurance companies, representing over $1 trillion in assets, participated in our survey.”

Alton Cogert, President and Chief Executive Officer of Strategic Asset Alliance noted, “It is an honor to be distinguished as the leading insurance investment consulting firm by a respected independent survey of insurers.   Evidently, our business model of utilizing former chief investment officers of insurance companies to provide clients with an independent, unbiased and experienced perspective is well received in the marketplace.”

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Company Background
 

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.

In today’s global marketplace, success is not determined by skill alone. It requires teamwork and strategy to stay on top. Like pieces on a chessboard, each move determines your financial future. To compete effectively, you need defensible strategies, like those developed by Strategic Asset Alliance (SAA). We know our niche; we know your industry. We are the only independent insurance investment consulting firm in the nation working exclusively with insurance companies.

Strategic Asset Alliance is an insurance investment consulting firm comprised of former chief investment officers of insurance companies. Over the past thirteen years we have had the pleasure of working with our life/health and property/casualty insurance clients to help them improve their investment and financial results. Our services encompass the Investment Process Value Chain and include: ‘best practice’ reviews of investment policy; strategic asset allocation analysis; establishment of unique and relevant benchmarks for asset management; peer group analysis; search, evaluation, selection and monitoring of asset managers; as well as portfolio performance measurement.

Strategic Asset Alliance’s approach to insurance investment leads clients to proactively manage the entire investment process on stronger, less volatile investment income.

Most importantly, SAA provides ‘Knowledge Insurance’ for Insurance Investment Executives who have a need to know:

    * Are we considering all possible solutions?
    * How does our company compare to others?
    * What has and has not worked for other companies?
    * What are the probable intended and unintended consequences from our decisions?

SAA’s Most Requested Services PDF