Strategic Asset Alliance Providing Investment Consulting Services Exclusively to Insurance Companies & Gov't Risk Pools Since 1994 About SAA Industry & Investment Expertise Our consultants are former senior investment executives for insurers and have worked with risk pools since 2004 Our Team Insurer Investment Forum The Only Conference of Its Kind Addressing Investment Issues for Insurers & Risk Pools of All Types Learn More / Register March 17 - 18, 2021 / Virtual Conference

Independent Oversight

Ensure your investment manager is adhering to your insurer's goals & objectives

Learn More >>

Corporate Governance

We take our duty to assist the Board/Trustees in meeting its fiduciary responsibilities as a sacred trust.

Learn More >>

Investment Process

Strong investment results require a strong process. This goes beyond choosing the right investment manager.'

Learn More >>

About us
SAA is an Independent Investment Consulting Firm that Works Exclusively with Insurers and Gov't Risk Pools

Founded in 1994 by CEO Alton Cogert, our experience and focus enables us to help clients improve their investment process and enhance the value added by their portfolios; critical components of their business.

We provide insurers and pools with independent investment advisory services to aid their board members and staff in meeting fiduciary responsibilities, along with strengthening their investment program.

Independent Oversight
Investment Process Review
Insurance Expertise
Cost-Effective Staff Extension
For any questions, contact us at 360-255-2500 or eeugenio@saai.com.

Alton Cogert

President & CEO

27 Years: Industry Experience

Services
How Can SAA Help You?

SWOT
Analysis

Investment
Policy

Peer
Analysis

Manager
Evaluation

Asset
Allocation

Portfolio
Monitoring

Performance
Measurement

Governance
Review

Board
Education

Why SAA? Investment Philosophy

The SAA Philosophy: A consistent, proven approach to adding value that is documented for senior management and the Board.

Strong investment results require a strong investment process. This goes beyond choosing the right investment manager.

We work with the entire “Investment Process Value Chain” to create and build value for insurance companies and risk pools.

Strategic Asset Alliance customizes its various consulting services to help clients achieve their investment goals and objectives.

| How SAA is Different from Other Consultants >>

Our philosophy unites four key investment cornerstones to provide improvement and consistency to your insurer or risk pool’s investment program.
  • Investment Process is Key
  • Active Management for Fixed Income
  • Passive Management for Public Equities
  • Alternative Assets Not Suitable for Insurers & Risk Pools

| Learn More About SAA's Philosophy >>

1
Insurance Company & Risk Pooling Clients
$ 1 B
Total Clients Assets Under Advisement
1 +
Insurers & Pools Served Since SAA's Inception
1 +
Years Exclusively Serving Insurers & Risk Pools
Investment Process Overview
What 'Best Practices' Are Missing From Your Investment Process?

Is a review of your investment policy or asset allocation long overdue? Is your current fixed income manager properly handling the investment portfolio?

SAA’s Principals are happy to learn more about your insurer or risk pools’ needs and discuss potential solutions.

Insurer Investment Forum

The Only Conference of Its Kind
for Insurer Investments

Who We Are
SAA's Leadership
AC Photo21

Alton Cogert

CFA, CPA, CAIA, FDP, CGMA
President & CEO
Bio
dsmereck-color-2007-1

Dan Smereck

Managing Director & Principal
Bio
valuechain

Nathan Simon

Director

Bio

SAA work as a team in providing investment advisory services to our insurance company and risk pool clients. This allows SAA to bring to bear the significant experience of each individual and apply it collectively to the needs of each client.

SAA’s Senior Consultants are former senior investment executives at insurance companies. We combine a knowledge of investments with an understanding of the insurance and pooling businesses.

Contact SAA
SAA is Happy to Answer Any Questions About Your Investment Process

Headquarters:

11 Bellwether Way, Ste. 209
Bellingham, WA 98225

Call Us:

(360) 255-2500

Email Us:

    Board Education & Resources
    SAA Provides Various Resources to Keep Insurers & Risk Pools Informed