Ensure your investment manager is adhering to your insurer's goals & objectives
We take our duty to assist the Board/Trustees in meeting its fiduciary responsibilities as a sacred trust.
Strong investment results require a strong process. This goes beyond choosing the right investment manager.'
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.
How Can SAA Help You?
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.
- Investment Process is Key
- Active Management for Fixed Income
- Passive Management for Public Equities
- Alternative Assets Not Suitable for Insurers & Risk Pools
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.
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.
SAA is Happy to Answer Any Questions About Your Investment Process
Bellingham, WA 98225