Business Details
32 Years
experience
Trusted Investment Consulting for Insurers & Risk Pools
Strategic Asset Alliance has been providing specialized investment consulting services to insurance companies and government risk pools since 1994. Our team of seasoned professionals brings decades of industry-specific experience, combining deep knowledge of insurance operations with proven investment expertise. We focus exclusively on the unique needs of insurers and risk pools, offering tailored solutions in asset allocation, portfolio monitoring, performance measurement, and fiduciary oversight. Our proprietary analytical platform, InsurerCIO, enhances decision-making through detailed risk-adjusted analysis and peer comparisons.We emphasize a robust investment process that extends beyond manager selection, integrating strategic asset allocation and stress testing to align portfolios with business objectives. Our commitment to transparency, documented methodologies, and ongoing education for boards and trustees establishes us as a trusted partner in navigating complex investment landscapes. With a track record of serving over 100 clients and managing $1B+ in assets under advisement, we prioritize measurable outcomes that strengthen investment programs and support long-term financial stability.
Services
Asset Allocation
Investment Policy
Portfolio Monitoring
Performance Measurement
Peer Group Analysis
SWOT Analysis
Board Education
Manager Evaluation
Risk Assessment
SAA Solutions
Details
- Year established: 1994
Highlights and features
- We have over 30 years of experience in insurance industry investment consulting.
- Our team includes former senior insurance investment executives with CFA and CPA designations.
- We utilize a proprietary analytical platform for in-depth portfolio analysis.
- We provide customized SWOT analyses to improve investment processes.
- We offer specialized board education programs on fiduciary responsibilities.
Services
Asset Allocation
Our asset allocation services optimize risk-adjusted returns by modeling strategic combinations tailored to insurers' product lines and liability structures. We integrate asset/liability management frameworks to align investment strategies with business objectives. Our process includes scenario analysis across economic cycles to ensure portfolio resilience.
Performance Measurement
We analyze investment performance through risk-adjusted, after-tax, and fee-adjusted metrics using our proprietary InsurerCIO platform. Our approach includes attribution analysis, peer comparisons, and trend evaluations to identify strengths and areas for improvement in portfolio management.
Peer Group Analysis
We conduct detailed comparisons against industry peers based on portfolio size, asset mix, and business lines. Our analysis evaluates credit quality, yield performance, and risk-return profiles to identify competitive positioning and strategic opportunities for improvement.
Board Education
Our programs help boards and trustees understand investment responsibilities through onboarding sessions, performance report interpretation, and ongoing education. We provide case studies, reference materials, and annual forum participation to strengthen fiduciary decision-making capabilities.
SWOT Analysis
We evaluate investment processes through internal strengths/weaknesses and external opportunities/threats assessments. This includes reviewing asset allocation frameworks, policy effectiveness, manager capabilities, and risk monitoring practices to develop actionable improvement roadmaps for clients.
People
Alton Cogert
President & CEO
With 30+ years in insurance investments, Cogert founded SAA in 1994. He holds CFA, CPA, CAIA, and FDP designations, specializing in strategic asset allocation and fiduciary oversight for insurers.
Dan Smereck
Managing Director & Principal
A 25+ year veteran in insurer portfolio management, Smereck leads SAA Solutions, providing cost-effective consulting platforms for smaller insurers and risk pools.
Lucy Rimsky
Director, Investment Consultant
Rimsky specializes in peer group analysis and investment strategy, helping clients benchmark performance against industry standards and optimize portfolio structures.
Nathan Simon
Director, Investment Consultant
Simon focuses on portfolio monitoring and risk assessment, bringing expertise in stress testing and compliance frameworks tailored to insurance regulations.
Questions
What services does Strategic Asset Alliance offer?
We provide asset allocation, investment policy reviews, portfolio monitoring, performance measurement, peer group analysis, SWOT assessments, board education, and manager evaluations tailored to insurers and risk pools.
How is SAA different from traditional asset managers?
We focus exclusively on consulting for insurers and risk pools, offering independent oversight and process-driven strategies rather than direct portfolio management.
Do you serve clients outside the United States?
Our services are designed for U.S.-based insurers and government risk pools, with expertise in domestic regulatory and market conditions.
What educational resources do you provide?
We offer board training programs, case studies, performance analysis tools, and an annual investment forum focused on insurer-specific challenges.
