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 with an investment portfolio <$25MM utilize the Vanguard Group's institutional brokerage hub through SAA Solutions.
  • Both Vanguard and non-Vanguard funds and ETFs are available. There are no Vanguard fees other than those disclosed in the fund or ETF prospectus.
  • SAA would be responsible for communicating any trades to Vanguard upon the insurer’s approval.
  • Services include:
    • Strategic Asset Allocation Analysis
    • Standardized Investment Policy Generation
    • Discretionary or Non-Discretionary Trade Execution
    • Performance Monitoring
    • Quarterly Review Calls

Continue to Summary of SAA Solution Services >>