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AAM Company

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About AAM

AAM’s platform seeks to outperform competitors in varied environments through vision, speed, and agility. We believe our firm size allows us to be nimble as we take advantage of market opportunities, but the depth of our relationships with issuers and intermediaries can result 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.

Our Ownership

AAM Insurance Investment Management is privately owned by a combination of 23 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 a distinguished financial services firm.

A.M. Best, the oldest rating agency, has reported on the financial condition of insurance companies since 1899. The A+ rating, the second highest of Best’s 16 categories, is assigned to companies which have achieved superior overall performance when compared to the norms of the life and health insurance industry

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.

“Inland Steel Building, Chicago, SOM – Walter Netsch, 1957” by Tim Brown Architecture is licensed under CC BY 2.0

Please view AAM’s Privacy Policy here.

Our Clients

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

Learn More

Our Team

Our team’s insurance asset management experience is our core strength. AAM’s senior management averages 23 years of investment industry experience, and our portfolio management team averages 18 years of investment industry experience.*

View All Team Members

Upcoming Events

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

View Events

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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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