We take our duty to assist the Board/Trustees in meeting its fiduciary responsibilities as a sacred trust. 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.
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.
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SAA's consultants will also provide advice on the current investment asset allocation and risk profiles, subject to current insurance regulations, every two years or as material business changes occur. SAA Solutions provides an easy-to-use tool to generate and update your company's Investment Policy, while implementing "Best Practices."
Mr. Cogert can answer all your investment-related questions and detail how SAA can help your insurance company. 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.
Our philosophy unites four key investment cornerstones to provide improvement and consistency to your insurer or risk pool's investment program. The necessary customization involved in managing fixed income portfolios for insurers or risk pools. In general, passive management makes more sense for developed market equity mandates (Large Cap, Mid Cap, Small Cap) due to:. In general, we do not believe alternatives such as hedge funds, private equity, etc. make sense for insurers or risk pools due to:.
Mr. Smereck can answer all your investment-related questions and detail how SAA can help your insurance company or gov't risk pool. Insurers and Pooling organizations of all types, looking for proven solutions, work with Strategic Asset Alliance to improve their investment process and financial results.
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