Our Clients

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

AAM brings a unique investment approach to each type of insurer.

Client Types

Property & Casualty

Beginning with a thorough dynamic financial and tax analysis, we offer an industry- leading tax advantaged strategy, which opportunistically invests in a mix of taxable and tax-exempt securities to maximize after-tax yield.

Life

After a thorough Asset/Liability analysis, AAM structures portfolios to maximize the investment spread over the crediting rate. This is complemented with rigorous cash flow testing and crediting rate reviews.

Health

With a constantly evolving health insurance landscape, AAM partners with clients to ensure adequate liquidity and tax optimization.

Captive

Understanding the objectives of Members is critical to success in managing investments for captives. AAM has a long-standing track record of working with the industry and providing the service, reporting, and investment expertise to serve the captive market.

AAM represents approximately 100 clients across all insurance business segments.

As of 12/31/15

Our Clients

We serve a broad range of insurance clients including P&C, Life, Health, and Captive insurance companies.

Our Team

Our team's insurance asset management experience is our core strength. AAM's senior management averages 22 years of investment industry experience and our portfolio management team averages 17 years of investment industry experience.

Upcoming Events

AAM executives frequently attend or speak at industry conferences. Look for us at the following upcoming events.