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).

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

Board of Directors

Senior Principal & General Counsel at Stone Point Capital LLC

Senior Advisor at Century Equity Partners LLC

Chief Investment Officer at Securian Asset Management, Inc.

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

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

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

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

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

Clients

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.

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

Political Donations
$1,000
1998
Investors
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Century Private Equity Group focuses on investments in privately-held, middle-market companies in the insurance, healthcare services and financial services sectors. The firm typically provides funding for growth capital, ownership transitions, shareholder liquidity, divestitures of non-core businesses or technological advances or new product introductions that increase profitability. While they focus on middle-market opportunities, Century may also consider large-cap opportunities that are driven by natural disasters, terrorist events, regulatory or legal developments, attractive valuations, financial engineering or competitive shifts.The firm's specific areas of interest include: life and annuity writers, health insurers, asset management companies, property-casualty insurers, reinsurers, agents/brokers, captive managers, claims administrators, policy issuance entities, banks, alternative risk transfer market facilitators, business services companies, business process outsourcing companies, healthcare service providers, group benefits providers and other companies involved in the assessment, assumption, management or mitigation of risk. Century looks for rapidly growing, profitable companies in the US, Canada, Bermuda and the UK.Investments typically range from $10 million to $30 million, but the firm may make larger investments through co-investments with their limited partners and other co-investors. Century makes both majority and minority investments.

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KBW Capital Partners focuses on making private equity investments in the financial services industry in the US and select markets abroad. The firm's investment focus includes banks and depository institutions, insurance companies, asset management companies, specialty finance firms and third party administrators. They generally invest in private, highly illiquid financial institutions. KBW Capital Partners may take the position of lead investor in smaller transactions or co-invest with other leading private equity firms on larger transactions. The firm invests in financial institutions and provides capital to companies with needs for: seed capital, venture capital, expansion/growth capital, MBOs, recapitalizations, demutualizations and conversions.

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Stone Point Capital invests globally in the financial services sector. They focus on the following industries within the financial services sector: (1) banks and depository institutions (2) outsourcing service providers to financial institutions (3) specialty lending and other credit opportunities (4) mortgage services (5) asset management (6) insurance underwriting (7) insurance distribution and (8) employee benefits and healthcare.Equity investments generally range from $50 million to $400 million, but the firm has the ability to make significantly larger investments. Stone Point Capital typically seeks control or substantial minority positions in their portfolio companies, with board representation and customary shareholder rights.