Nathan Simon

Director at Strategic Asset Alliance - Bellingham, WA, US

Nathan Simon's Contact Details
HQ
360-255-2500
Location
Bellingham, Washington, United States
Company
Strategic Asset Alliance
Nathan Simon's Company Details
Strategic Asset Alliance logo, Strategic Asset Alliance contact details

Strategic Asset Alliance

Bellingham, WA, US • 5 - 9 Employees
Financial Services

Our mission is to improve the financial results of our insurance company clients. Investments are not separate pieces of the insurance puzzle, they are integral parts of a successful insurance operation. In today's global marketplace, success is not determined by skill alone. It requires teamwork and strategy to stay on top. Like pieces on a chessboard, each move determines your financial future. To compete effectively, you need defensible strategies, like those developed by Strategic Asset Alliance (SAA). We know our niche; we know your industry. We are the only independent insurance investment consulting firm in the nation working exclusively with insurance companies. Strategic Asset Alliance is an insurance investment consulting firm comprised of former chief investment officers of insurance companies. Over the past thirteen years we have had the pleasure of working with our life/health and property/casualty insurance clients to help them improve their investment and financial results. Our services encompass the Investment Process Value Chain and include: ‘best practice' reviews of investment policy; strategic asset allocation analysis; establishment of unique and relevant benchmarks for asset management; peer group analysis; search, evaluation, selection and monitoring of asset managers; as well as portfolio performance measurement. Strategic Asset Alliance's approach to insurance investment leads clients to proactively manage the entire investment process on stronger, less volatile investment income.

Perform a strategic asset allocation analysis ‘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 Stewardship report on SAA's value added Peer Analysis for Gov't Risk Pools Investment Manager Search & Selection Peer Group Analysis for Insurers Strategic Asset Allocation Investment Policy Review Portfolio Monitoring Performance Measurement SWOT Analysis Ratings Agency Consulting Fiduciary and Governance Review Board of Directors Investment Education Peer Analysis for Gov't Risk Pools Investment Manager Search & Selection Financial Services Financial Advisory Services
Details about Strategic Asset Alliance
Frequently Asked Questions about Nathan Simon
Nathan Simon currently works for Strategic Asset Alliance.
Nathan Simon's role at Strategic Asset Alliance is Director.
Nathan Simon's email address is ***@saai.com. To view Nathan Simon's full email address, please signup to ConnectPlex.
Nathan Simon works in the Financial Services industry.
Nathan Simon's colleagues at Strategic Asset Alliance are Eriver Eugenio, Alton Cogert, Daniel Smereck, Douglas Schumacher and others.
Nathan Simon's phone number is 360-255-2500
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