We are an investment management firm

designed for the insurance industry.

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Our company

Asset Allocation and Management LLC (AAM) is an SEC registered investment advisor dedicated to managing investment portfolios across asset classes with a focus on generating income. We have exclusively served the insurance industry since 1982.

Success in a constantly evolving market requires an investment manager with a flexible approach. Our firm’s size allows us to be nimble as we take advantage of market opportunities. Combine this with leading insurance expertise, and clients achieve long term success.

$24.4BN

in Assets under Management
(as of 9/30/2018)

19

Member employees with significant ownership in AAM

115

Insurance company clients across all industry segments


Our Clients

We work with independent thinkers.

Independent thinkers are those who make sense of things based on personal observations and experiences rather than just going along with common perceptions.

That is who AAM is and that is who our clients are. It is in this spirit of independent thinking that we work to help our clients “rethink” risk.

We promise a culture of transparency.

Our clients represent a cross section of the insurance industry and include Life, Health, Property & Casualty, Captive, Specialty, and Start-Up insurers.

We share the lessons learned from our engagement with all of these companies across our client roster as we strive to position them for success.

What can you expect in a relationship with AAM?

You can expect a focus that always puts the client first. You can expect clear communication.

And you can expect a portfolio construction process that is designed to create unique, customized investment portfolios that are geared to your specific objectives and risk constraints.


Rethinking Risk

The AAM Investment Conference | June, 2020

Our Ideas

This Year's Theme: "Rethinking Risk: A Process for Sustainable Growth"

Featured Insight

With 5G, the Journey is as Relevant as the Destination

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AAM
30 W. Monroe St.
3rd Floor
Chicago, IL 60603-2405 (312) 263-2900

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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.