A clear financial path forward.
Alaska Permanent Capital Management was founded by Dave Rose in 1992. Dave made Alaska his home in the 1960’s.
Who We Are
Over the last 30 years, we’ve worked with Alaska organizations to provide a clear financial path forward.
Alaska Permanent Capital Management was founded by Dave Rose in 1992. His professional and volunteer experience helped shape Alaska for many years.
Headquartered in Alaska, relationships are maintained with a diverse client base that includes: Alaska Native Corporations, endowments and foundations, health care organizations, state and local governments, and individuals.
Our Practice
Define.
Assist.
Achieve.
Celebrating 33 Years of Superior Financial Services
Headquartered in Alaska, relationships are maintained with a diverse client base that includes: Alaska Native Corporations, endowments and foundations, healthcare organizations, state and local governments, and individuals.
Bill Lierman
Chief Executive Officer
Fed Cuts on Hold … Not Indefinitely
May 14, 2024
By Richard Cochinos, CFA®, FRM,® CAIA®Senior Porfolio Manager, APCM The first four months of 2024 have dramatically shifted the likelihood of Federal Reserve rate cuts by year-end (Chart 1). Initially a promising year for markets, April witnessed a downturn in both stocks and bond prices driven by concerns over higher US inflation. Market discourse now […]
The New Bitcoin ETFs by Vinay Sharma
February 13, 2024
The SEC approved multiple spot Bitcoin ETFs to begin trading on January 18th. Quite a few launched from some the largest ETF providers in the country and from many niche providers. With the launches has come an increase in news coverage of Bitcoin ETFs and Bitcoin in general, and an increase in advertisement, bringing the […]
APCM Announces a New CEO
April 17, 2025
On April 2, the anticipated acquisition of Alaska Permanent Capital Management by an Anchorage-based company, Blue Umbrella, was completed. I would like to open with gratitude for your patience and support over the last several months as APCM begins this new chapter. To our clients, the Rose family, Blue Umbrella, and our incredible APCM […]
Investments and Alaska Native Settlement Trusts: Navigating the Tax Landscape
March 11, 2025
Nick Whitmore, KPMG LLP In recent years, Alaska Native Corporations (ANCs) have increasingly turned to Alaska Native Settlement Trusts (ANSTs) as a strategic tax planning tool. Transferring assets from the ANC to an ANST can provide direct financial advantages to their shareholders. That said, the tax implications of such contributions, especially when involving non-cash assets, […]
Alaska Permanent Capital Management to be acquired by Alaskan holding company, Blue Umbrella, LLC
December 30, 2024
ANCHORAGE, Alaska, Dec. 22, 2024 (GLOBE NEWSWIRE) — Alaska Permanent Capital Management, Co. (APCM) announced it is engaged in a transaction to be acquired by Blue Umbrella, LLC. The transaction is expected to close by March 2025, and will make Blue Umbrella the majority owner of APCM and its subsidiary company, Alaska Wealth Advisors. Outgoing […]