Alaska Permanent Capital Management | Private Wealth ManagementPrivate Wealth Management
investment process

At APCM, our financial planning and portfolio management services are synchronized to help you meet your financial goals over your lifetime.  Wealth management is a journey, not a transaction.  Our services are designed to guide you throughout the journey, from accumulating and growing your assets, preserving and protecting your assets, to distributing and transitioning your assets. 

Financial Planning

We tailor our financial planning services and fees to your specific situation, offering creative solutions that are not product driven.  We work with you closely, and coordinate with your other advisors, to ensure a comprehensive approach to your estate, risk management, education, and retirement planning needs.  Any fees associated with financial planning will be presented on a project basis, specific to you, with a maximum fee not to be exceeded.  Planning sets the foundation for sound decision making to guide you on your journey and we have the expertise to ensure your success.

Portfolio Management

Your portfolio design is a result of your planning, reflecting your short-term needs and long-term goals.  APCM views the construction of your portfolio as a combination of applying disciplined asset allocation and security selection techniques to provide the best results with the least amount of risk.  We focus on keeping portfolio expenses low, basing our portfolio management fees on a percentage of the assets we manage for you.  When you invest with APCM, you are assured of a relationship with a seasoned team of professionals who can uphold these standards.   You will receive ongoing account updates through:

  • Face-to-face review meetings
  • Weekly market updates
  • Monthly and quarterly newsletters
  • Quarterly Performance Reports
  • Comprehensive annual reviews

We believe that a strong portfolio management structure and firm strategy will deliver our clients the highest probability of realizing your goals.

At APCM, we not only have the ability to help you create and implement your plan, but also to monitor it to make necessary changes as your path in life inevitably changes.  Our responsibility is to you, under a fiduciary standard of care, and our planning and portfolio management services are designed to meet your needs now and in the future.