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AAM Company

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Contact

We are an investment management firm designed for the insurance industry.

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 served the insurance industry since 1982. Success in a constantly evolving market requires an investment manager with a flexible approach. We believe our firm’s size allows us to be nimble as we take advantage of market opportunities. Combine this with leading insurance expertise, and clients can achieve long term success.

$24.0b

assets under management
(as of 12/31/22)*

22

Member employees with
significant ownership in AAM*

125

Clients across all segments*

*Figures are approximate and subject to change from quarter to quarter.

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 as our partner?

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.

Request Sample RFP

The AAM team is dedicated to adding value for our clients with expertise in management across multiple asset classes. Our portfolio managers, researchers, and traders are industry experts, many of whom have prior employment with insurance companies or rating agencies. AAM encourages continuing professional education and development; Our staff includes a number of CFA Charterholders, CPAs, and MBAs.

Best Place to Work

Pension & Investments Best Places to Work in Money Management from 2017 – 2022**


18

CFA® Charter Holders*


14

MBA Degrees*


3

Certified Public Accountants*


John Schaefer, CFA

Principal, Chairman, and Chief Executive Officer

Stacy Crook

Principal and Director of Investment Accounting

Elizabeth Henderson, CFA

Principal and Director of Corporate Credit

Gregory Bell, CFA, CPA

Principal and Director of Municipal Bonds

Dan Byrnes, CFA

Principal, Vice President and Senior Portfolio Manager

View All Team Members

Our Insights

Check out our most recent papers, webinars, podcasts, news and videos.

AAM Insight

Stress Management

News

Jim Law Joins AAM

Webinar

AAM 2023 Outlook

Podcast

A Narrow Path – AAM’s 2023 Fixed Income Outlook

AAM Insight

TIPS Fail Inflation Test in 2022

AAM Insight

SEC Provides Relief on Private Placement Ruling

AAM Insight

IG Corporate Outlook 2023

Podcast

More Rate Hikes and Weaker Growth in 2023 Should Lead to a Weaker Retail Industry

Podcast

Breaking Down the New Long Duration Targeted Improvement Policy

AAM Insight

Bond ETF’s: A Handy Tool in the Toolbox

Podcast

Rate Hikes in the U.S. and Elevated Natural Gas Prices in Europe Likely Curtail Growth

AAM Insight

Turning Interest Rate Losses into Book Yield Gains: Capitalizing on the Interest Maintenance Reserve

View All Insights

Work with us

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

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  • Investment Strategies
    • Investment Grade Fixed Income
    • Specialty Asset Classes
  • Our Clients
    • Client Experience
    • Sample RFP Download
  • Insights
    • Video
    • Webinar
    • News
    • Podcasts
  • About
    • Our Team
    • Contact
    • Client Login

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.

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