Strategic Asset Alliance
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
25
0% high-net worth
Total advisors
4
of 4 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
6
Average account size
$0
About
Strategic Asset Alliance provides investment advisory consulting, fiduciary services and participant education to insurance companies, pension plans sponsored by insurers, governmental risk pools and related entities. Services are delivered on a non‑discretionary basis and include strategic asset allocation, investment policy development, manager selection and monitoring, and participant or board education workshops.
The firm emphasizes model‑based strategic asset allocation and peer‑group benchmarking, using tools such as efficient frontier and downside‑risk analyses, manager evaluation, and customized benchmark construction; it commonly recommends index mutual funds and ETFs as implementation vehicles. SAA Advisors routinely produces performance measurement and modeled (hypothetical) analyses as part of its reporting and makes non‑discretionary recommendations that clients retain final authority to implement.
Strategic Asset Alliance is affiliated with Strategic Asset Alliance, Inc. and operates InsurerCIO, a complimentary resource that includes an AI chatbot, peer‑group data, access to an Insurer Investment Forum and conference materials; the brochure discloses that the affiliate prepares client performance reports and runs a sponsored annual conference, which the firm identifies as a potential conflict of interest. The firm’s business model is atypical for team advisers in that it focuses exclusively on institutional insurer and plan work (not individuals or HNW clients) and charges fixed, negotiated consulting or project fees rather than standard percentage‑of‑AUM advisory fees.
Client services
Occupation focus
Fee options
Minimum fee: Fixed fees ranging from $35,000 to $250,000 annually for Investment Advisory Consulting Services; $25,000 annually for SAA Solutions (for assets up to $25 million, negotiable); Project Consulting Services fees range from $7,500 to $250,000 per project, negotiable. Fee-only: Fixed fee (annual or per project) consulting services as detailed above; no asset-based fees.
Main office location
Strategic Asset Alliance
500 108 Th Avenue Ne, Suite 1100
Bellevue WA 98004, United States
Number of offices
4
Most active in
Florida · Louisiana · Maine · Missouri · New Hampshire · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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