SAA Solutions

With SAA Solutions, we help insurance companies and governmental risk pools with an investment portfolio <$25MM achieve an improved investment process, at a fraction of the cost of an inhouse investment professional.

Overview of SAA Solutions

  • Insurers and Gov’t Risk Pools with an investment portfolio <$25MM will open a Vanguard Brokerage account.
  • Both Vanguard and non-Vanguard funds and ETFs are available. Insurers are responsible for applicable commissions and fees, as well as expenses disclosed in the fund or ETF prospectus.
  • SAA utilizes Vanguard’s leading technology for the efficient management of the investment portfolio.
  • SAA would be responsible for executing trades to Vanguard upon your insurer/pool’s approval.
  • Services include:
    • Strategic Asset Allocation Analysis
    • Standardized Investment Policy Generation
    • Discretionary or Non-Discretionary Trade Execution
    • Performance Monitoring
    • Quarterly Review Calls

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