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 16 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.
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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 23 years of investment industry experience, and our portfolio management team averages 18 years of investment industry experience.*
Upcoming Events
AAM executives frequently attend or speak at industry conferences. Look for us at the following upcoming events.