Strategic Asset Alliance
Financial Services • 
Bellingham, Washington, United States • 1-10 Employees
Company overview
| Headquarters | 11 Bellwether Way, Suite 209, Bellingham, WA 98225, US |
| Phone number | +13602552500 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Performance Measurement, Swot Analysis, Portfolio Monitoring, Strategic Asset Allocation, Investment Policy Review, Investment Manager Search & Selection, Fiduciary And Governance Review, Peer Analysis For Gov'T Risk Pools, Peer Group Analysis For Insurers, Ratings Agency Consulting, Board Of Directors Investment Education |
| Founded | 1994 |
| Employees | 1-10 |
| Socials |
Key Contacts at Strategic Asset Alliance
Daniel Smereck
Managing Director
Nathan Simon
Director
Strategic Asset Alliance Email Formats
Strategic Asset Alliance uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@saai.com), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@saai.com | 75% |
{last name}{last name} | doedoe@saai.com | 25% |
About Strategic Asset Alliance
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.
Strategic Asset Alliance revenue & valuation
| Annual revenue | $9,581,091 |
| Revenue per employee | $1,369,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $30,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Strategic Asset Alliance has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Strategic Asset Alliance has never raised funding before.
Strategic Asset Alliance Tech Stack
Discover the technologies and tools that power Strategic Asset Alliance's digital infrastructure, from frameworks to analytics platforms.
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