SAA is an independent investment consulting firm that works exclusively with insurance companies and pooling organizations. 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.
Our senior consultants are former senior investment executives at insurers and bring broad, deep expertise across the various lines of business. We have also worked with Pooling organizations for more than 15 years. We combine a knowledge of investments with an understanding of the insurance and pooling businesses.
We are headquartered in Washington with an east coast office in Maine; with a staff of six, including one junior consultant and two senior consultants who are Principals of the firm.
Who We Work With:
We currently work with 47 Insurance Companies within 29 Partner Client Relationships with assets under advisement of ~$9.8 billion spanning Commercial P&C, Health and Life carriers, and a number of Governmental Risk Pools.
Since SAA’s inception, we have worked with more than 100 clients across the insurance industry including Life, Health, P&C, State Regulators, Rating Agencies, Reinsurance and Governmental Risk Pools.