Success in the constantly evolving investment markets requires an asset manager with an opportunistic and targeted approach.
Similar to falcons, AAM’s platform has been designed to outperform competitors in varied environments through vision, speed, and agility.
AAM’s firm size allows us to be nimble as we take advantage of market opportunities, but the depth of our relationships with issuers and intermediaries results in institutional level execution. Combine this with leading insurance expertise, and our clients can experience long-term performance success.
Our History
Asset Allocation & Management Company, LLC (AAM) is a registered* investment advisor with the SEC and was founded in 1982 to provide insurance companies with expertise in insurance asset management and practical knowledge of the regulatory and competitive environment. AAM is dedicated to meeting insurance company needs, with expertise across asset classes.
*Registration as an investment advisor does not imply a certain level of skill or training.
Our Ownership
AAM Insurance Investment Management is privately owned by a combination of 18 AAM Member employees with a majority stake owned by Securian Financial, a mutual insurance holding company headquartered in St. Paul, MN. With $78.5 billion in AUM and over $1 trillion of life insurance in force, Securian is rated A+ by A.M. Best and is one of the largest and most stable financial services firms in the country.
Client Relationship Summary
Beginning June 30, 2020, investment advisers (and broker-dealers) are required to provide retail investors with a disclosure form known as Form CRS. Form CRS is intended to be a simple, easy-to-read client relationship summary and discloses:
- The types of client relationships and services the firm offers
- The fees, costs, conflicts of interest and standard of conduct associated with those relationships and services
- Whether the firm and its financial professionals currently have reportable legal or disciplinary history
- How to obtain additional information about the firm
View Form CRS here.
View Form ADV Part 2 here.