Corporations & Non-Profit
investment process

Our Investment Approach

The APCM investment approach is based on sound principles and an enduring philosophy. Our investment process begins by determining what your investments need to accomplish. Then considering your cash flow needs, investment priorities, and the level of risk you are comfortable with, APCM customizes your portfolio to produce a realistic rate of return that meets your expectations and agreed-upon benchmarks. Our set process and system of checks and balances ensure that your investments will be taken care of.

Portfolio Management

APCM maintains relationships with a diverse client base that includes: municipalities, non-profit endowments and foundations, state agencies, utilities, financial institutions, insurance companies, health care organizations, and Alaska Native Corporations. When you invest with APCM you are assured of a relationship with a seasoned professional who can uphold these standards. Every account is assigned at least two senior professionals who provide market and account activity updates through:

• Face-to-face meetings
• Presentations
• Newsletters
• Monthly and quarterly reports
• Annual reviews

We believe that a strong structure and firm strategy will deliver our clients the best results with the least amount of risk.