SAA Solutions: Services

SAA Solutions provides insurance companies and governmental risk pools with an investment portfolio <$25MM with expertise and services similar those utilized by much larger companies. SAA Solutions provides all of the following:

Strategic Asset Allocation Analysis

Advice on the current investment asset allocation and risk profiles, subject to current insurance regulations, every two years or as material business changes occur.

Investment Policy Generation

SAA will assist client in developing a policy utilizing SAA’s “Best Practices” templates.

Performance Monitoring

Ongoing monitoring of investment portfolio holdings and risks, based upon recommended benchmarks.

Quarterly Review Call

Review and analysis of your portfolio’s quarterly performance with the Board, Investment Committee and/or senior management via conference call.

Quarterly Trade Execution

SAA executes quarterly trades via Vanguard Brokerage Services®, as necessary, to re-balance portfolio if outside of policy limits:

SAA notifies client up to one week in advance of pending trades. SAA will execute trades unless client intervenes.


Client provides written approval of SAA recommended rebalancing trades. SAA executes trades after approval.

View Samples of SAA Solutions’ Services >>