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.
● Alton R. Cogert, CFA, CPA, CAIA, CGMA, President and Chief Executive Officer. Mr. Cogert formed Strategic Asset Alliance in 1994.
● He has served as a technical advisor to the NAIC Invested Assets Working Group. He is a former member of the Board of Directors and former chairman of the Investment Committee of the National Alliance of Life Companies.
Phone: (360) 255-2500
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 and fees, 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.
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
Mr. Smereck has 25+ years of experience in investing for insurers and risk pools.