SAA is an independent investment consulting firm that works exclusively with insurance companies and pooling organizations. Founded in 1994 by our President Alton Cogert, our experience and focus enables us to help our clients improve their investment process and enhance the value added by their portfolios which are critical components of their business. We provide insurers and pools with independent investment advisory services to aid their board members and senior executives in meeting fiduciary responsibilities, along with strengthening their investment program. All of our 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 over a decade. We combine a knowledge of investments with an understanding of the insurance and pooling businesses.
View Top Employees from Strategic Asset AllianceWebsite | http://www.saai.com/ |
Revenue | $1 million |
Employees | 7 (5 on RocketReach) |
Founded | 1994 |
Address | 11 Bellwether Way Suite 209, Bellingham, Washington 98225, US |
Phone | (360) 255-2500 |
Fax | (360) 734-2049 |
Technologies |
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Industry | Financial Services, Investment Banking, Perform a strategic asset allocation analysis, Finance, ‘Best Practices’ review of the Investment policy, Establish benchmarks, Perform manager search / fee analysis, Monitor and measure the manager’s performance, Stewardship report on SAA's value added |
Web Rank | 18 Million |
Keywords | What Is The Flip Wilson Defense? |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular Strategic Asset Alliance employee's phone or email?
The Strategic Asset Alliance annual revenue was $1 million in 2024.
Daniel Smereck is the Managing Director of Strategic Asset Alliance.
5 people are employed at Strategic Asset Alliance.
Strategic Asset Alliance is based in Bellingham, Washington.
The NAICS codes for Strategic Asset Alliance are [5239, 52393, 52, 523].
The SIC codes for Strategic Asset Alliance are [62, 628].