Our Clients

Success in the constantly evolving investment markets requires an asset manager with an opportunistic approach.

AAM has a diversified client base across Property & Casualty, Life & Health, and Captive Insurers.

We bring a unique investment approach to each type of insurer. Considering outsourcing your asset management? Here’s what you need to know.

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Client Breakdown

AAM represents over 100 clients across all insurance business segments.*

Property & Casualty

71%

Percentage of
total clients*

60%

Percentage of
total assets*

Beginning with a thorough dynamic financial analysis, we opportunistically invest for our P&C clients with their liquidity needs, regulatory considerations, and tax constraints in mind.

Life & Health

29%

Percentage of
total clients*

40%

Percentage of
total assets*

Within the constantly evolving insurance landscape, AAM partners with health insurers to create nimble portfolios tailored to their asset and liability structure.

Additionally, we have found that the majority of life insurance companies are income driven investors. Within a risk-controlled framework, we seek to earn a high level of investment yield with minimal realized capital losses.

Disclaimer: Asset Allocation & Management Company, LLC (AAM) is an investment adviser registered with the Securities and Exchange Commission, specializing in fixed-income asset management services for insurance companies. Registration does not imply a certain level of skill or training. This information was developed using publicly available information, internally developed data and outside sources believed to be reliable. While all reasonable care has been taken to ensure that the facts stated and the opinions given are accurate, complete and reasonable, liability is expressly disclaimed by AAM and any affiliates (collectively known as “AAM”), and their representative officers and employees. This report has been prepared for informational purposes only and does not purport to represent a complete analysis of any security, company or industry discussed. Any opinions and/or recommendations expressed are subject to change without notice and should be considered only as part of a diversified portfolio. A complete list of investment recommendations made during the past year is available upon request. Past performance is not an indication of future returns. This information is distributed to recipients including AAM, any of which may have acted on the basis of the information, or may have an ownership interest in securities to which the information relates. It may also be distributed to clients of AAM, as well as to other recipients with whom no such client relationship exists. Providing this information does not, in and of itself, constitute a recommendation by AAM, nor does it imply that the purchase or sale of any security is suitable for the recipient. Investing in the bond market is subject to certain risks including market, interest-rate, issuer, credit, inflation, liquidity, valuation, volatility, prepayment and extension. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. *All figures shown are approximate and subject to change from quarter to quarter. **The accolades and awards highlighted herein are not statements of any advisory client and do not describe any experience with or endorsement of AAM as an investment adviser by any such client.