SAA Solutions: Getting Started

Getting started with SAA Solutions and learning how the platform can streamline your organization’s investments is a simple process, with SAA providing assistance and guidance the entire way.

Speak with an SAA Principal

SAA’s Principals will review your insurer or risk pool’s investment needs and discuss how SAA Solutions can accomplish your organization’s goals.

SAA’s consultants, all former insurer investment executives, have worked with insurers since its founding in 1994 and have worked with governmental risk pools since 2004.


Try the Platform First-Hand

All of SAA Solutions’ features can be trialed and demoed, so you can directly see how the platform works.

We can also provide sample reports for your staff’s review.


Call with Your Board & Staff

After trying SAA Solutions’ capabilities first-hand, SAA’s Principals can review the platform and integration within your investment process with your staff and Board.

Our Principals can also discuss next steps, should your staff and Board wish to fully utilize SAA Solutions.


Open a Vanguard Brokerage Account

To begin, your insurer or risk pool will open a Vanguard Brokerage account, where 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.


Final Onboarding

SAA will guide you through SAA Solutions’ automated tools, providing assistance as needed.

After you have set your organization’s asset allocation, investment policy, etc., SAA would be responsible for executing trades to Vanguard upon your insurer/pool’s approval.


Meet Our Principals

Dan Smereck,
Managing Director

Mr. Smereck is the primary consultant for SAA’s Gov’t Risk Pooling Clients.



SAA Solutions Streamlines the Investment Process

SAA Solutions provides a cost-effective platform that allows your risk pool or insurer to easily manage the investment process, while receiving expertise from SAA’s senior consultants.