Alaska Permanent Capital Management
our ideal client

If you are wondering if you are an ideal client or might want to refer someone for the private wealth management services that we are now offering to individuals, consider the following:

• Are you a double income family with very little time to dedicate to managing your financial portfolios ?
• Are you struggling with money in transition and/or planning for retirement?
• Are you concerned with your fiduciary responsibility in setting up and/or managing a Retirement Plan for a closely held business?
• Do you have investable assets of $500k+ ?

The value we bring to the individual client is in our fee based approach based on a fiduciary standard of care.  We have the credentialed and experienced advisors to deliver the financial planning and portfolio management expertise to guide clients to meet their financial goals and allow them to focus on their business, family, and personal lives with a sense of well-being.  We work with families to secure a better lifestyle through empathetic education, monitoring, and advice to assist with ongoing financial decisions. 

In addition to our outstanding investment management expertise, our advisors have specific expertise in areas such as:

• Inherited (stretch) IRA’s and Required Minimum Distributions
• ROTH Conversions
• Retirement Distribution Planning and early retirement (SOSEPP) withdrawals
• Establishment and funding of retirement plans
• Survivor assistance in managing and distributing estates

We are excited to now be in the business of working with individuals.