Asset Allocation & Management Co. LLC

Asset Allocation & Management Co. LLC

Asset Allocation & Management Co. LLC

Overview
Date Founded

1982

Headquarters

30 West Monroe Street,3rd floor,Chicago, IL 60603-2405

Type of Company

Private

Employees (Worldwide)

45

Industries

Investment Services & Portfolio Management

Company Description

Asset Allocation & Management Co. (AAM) specializes in the management of insurance company assets. The firm's investment process combines the longer-term strategic focus of their Investment Strategy Committee with the ongoing tactical insights generated by their trading and research teams. AAM works with their clients to construct customized multi-sector, fixed-income portfolios that fit each company’s objectives and requirements for yield, total return, risk and tax exposure. AAM pursues this customized approach by offering the following fixed-income investment strategies: Core Bond, Target Duration, Corporate Bonds, Crossover, Private Placements, and Structured Products.AAM also offers to the convertible-bond, high-yield, and commercial mortgage loan markets through sub-advised relationships with Zazove Associates LLC (risk-controlled, quantitative approach to managing convertible bonds); Muzinich & Co. Inc. (intermediate and short duration high yield and bank loan portfolio management strategies); and Quadrant Real Estate Advisors (commercial mortgage loan assets).

In The News
Subscribe now to see full news coverage
Executives & Employees

Chief Financial Officer & Principal

Principal & Chief Investment Officer

Principal & Director of Compliance, Investment Operations & Technology

Principal, Chairman & Chief Executive Officer

Vice President & Controller

Principal & Director of Municipal Bonds

Principal, Director of the Structured Products & Portfolio Manager

Principal & Director of Corporate Credit

Director of Marketing & Business Development

Principal, Vice President & Senior Portfolio Manager

Subscribe now to see full list of current and former executives
Board of Directors

Senior Principal & General Counsel at Stone Point Capital LLC

Chief Investment Officer at Advantus Capital Management, Inc.

Senior Advisor at Century Equity Partners LLC

Chairman, President & Chief Executive Officer at Securian Financial Group, Inc.

Subscribe now to see full list of current and former board members
Paths to Asset Allocation & Management Co. LLC
Potential Connections via
Relationship Science
You
Asset Allocation & Management Co. LLC
Recent Transactions
Details Hidden

Asset Allocation & Management Co. LLC raised money in a private placement transaction

Details Hidden

Minnesota Mutual Cos., Inc., Securian Financial Group, Inc. purchase Asset Allocation & Management Co. LLC from Stone Point Capital LLC, KBW Capital Partners

Details Hidden

Asset Allocation & Management Co. LLC raised money in a private placement transaction

Subscribe now to see full list of recent transations
Transaction Advisors
Investment Advisor

Advised onMinnesota Mutual Cos., Inc., Securian Financial Group, Inc. purchase Asset Allocation & Management Co. LLC from Stone Point Capital LLC, KBW Capital Partners

Subscribe now to see transaction advisors for over 2.5 million organizations
Subscribe now to see transaction advisors for over 2.5 million organizations
Clients

GLEANER LIFE INSURANCE SOCIETY ("GLEANER") IS A FRATERNAL BENEFIT SOCIETY. ITS MISSION IS TO BE A FRIEND OF THE FAMILY THAT PROVIDES ITS MEMBERS WITH FINANCIAL SECURITY, FRATERNAL BENEFITS, AND VOLUNTEER OPPORTUNITIES SERVED WITH INTEGRITY, RESPECT, AND ACCOUNTABILITY. THE PURPOSE OF THE BOARD OF DIRECTORS OF GLEANER LIFE INSURANCE SOCIETY (ON BEHALF OF OUR MEMBERS) IS TO PROVIDE LEADERSHIP AND MAINTAIN A SYSTEM OF GOVERNANCE SO THAT THE SOCIETY ACHIEVES ITS MISSION AND AVOIDS UNACCEPTABLE ACTIONS AND SITUATIONS. THE "CORE BOARD VALUES" ARE: - GOOD PEOPLE DOING GOOD THINGS - LEADERSHIP - ETHICAL WITH INTEGRITY - ACCOUNTABLE TO OUR MEMBERS - NOW AND FOR THE FUTURE - EQUALITY OF ALL MEMBERS - RESPECT AND VALUE RELATIONSHIPS - SERVE AND CARE FOR OUR MEMBERS GLEANER PROVIDES LIFE, SICKNESS, ACCIDENT, AND OTHER BENEFITS TO ITS MEMBERS. THROUGH 63 ACTIVE ARBORS AND 6 STATE ASSOCIATIONS, BENEVOLENT AND FRATERNAL ACTS ARE PERFORMED. COORDINATION OF MEMBERS, ORPHAN BENEFITS, SCHOLARSHIPS (THROU

Catholic Financial Life provides investment advisory services for insurance company portfolio. The firm specializes in Life Insurance, Annuities, Long-Term Care Products, Individual Retirement Accounts and Membership Benefits. The company was founded in 1868 and is headquartered in Milwaukee, WI.

Subscribe now to see 1 more clients
Subscribe now to see clients for over 2.5 million organizations
Political Donations
$1,000
1998
Subscribe now to see political donations for over 2.5 million organizations
Political Donations Received
$1,000
1998
Subscribe now to see political donations received for over 2.5 million organizations
Investors
Details Hidden

Director of Marketing & Business Development at Asset Allocation & Management Co. LLC

Details Hidden

Vice President of Business Development at Asset Allocation & Management Co. LLC

Details Hidden

Former Assistant Vice President, Investment Accounting at Asset Allocation & Management Co. LLC

Subscribe now to see full details