Coastal Square Asset Allocation Consulting, LLC, (CSAA Consulting) was founded and is managed by Louis Liu PhD, CFA, ASA, MAAA, a 30+ years veteran of asset allocation and institutional fixed income. for the past 23 years Louis was a senior Fixed income and Financial Reserves management professional at Wellington Management Company, LLP. He was most recently a managing director, portfolio manager and pension and insurance asset allocation strategist. 

CSAA Consulting offers unique, in-depth asset allocation advisory service for asset managers in support of their pension and insurance clients, and for pension plans and insurance companies on CDI/LDI, ALM, retirement income strategies and liquidity-aware investing. By employing an integrated asset-liability approach, CSAA Consulting utilizes multiple risk and return metrics that not only capture the asset risk, but also capture the excess return and surplus risk resulting from any potential asset-liability mismatch.  This approach enables clients to seek to achieve long-term success and financial stability with greater certainty.