Over the last 25 years we have worked with Alaska organizations to provide a clear financial path forward, enabling them to focus on their primary objectives and future growth.

Who We Are

Alaska Permanent Capital Management was founded by Dave Rose in 1992. Dave made Alaska his home in the 1960’s. His professional and volunteer experience helped shape Anchorage and Alaska for many years. Through his work as the first Director of the Alaska Permanent Fund his legacy can still be seen today. Dave’s philosophy of ‘do the right thing for Alaskans’ is the foundation of Alaska Permanent Capital Management; it inspires community engagement, provides direction to hire the experts and motivates the team to deliver exceptional client service.

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.

Investment Management

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.

Meet the Investment Team

Our investment team is composed of highly experienced individuals. Six analysts at the firm hold the Chartered Financial Analyst® designation, the highest regarded credential in the financial services industry. The team provides expert financial guidance in collaboration with clients to assist, define, and achieve their financial goals.

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Investing for Local Growth

APCM is the investment adviser for the Alaska Municipal League Investment Pool (AMLIP), a non-profit corporation formed by the Alaska Municipal League (AML) to provide investment services under the Alaska Investment Pool Act of 1992.

Blog Posts

The Low-down on the Latest Federal House Ways and Means Committee’s Tax Proposals

It has been a rollercoaster of a year for many reasons, the constantly changing tax proposals notwithstanding. Because APCM Wealth Management for Individuals (AWMI) advisors specialize in advanced financial planning strategies, which includes optimized tax bracket management, we have been along for the ride as we work to understand how all the congressional tax proposals […]
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Wage Inflation Heating Up

I’m sure many of you have read news headlines stating that companies are having a hard time finding workers to not only fill job roles, they are now having to compensate them more to retain or hire. U.S. Job Openings represented by JOLTS attempts to measure how many unfilled jobs there are currently in the […]
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‘The Cream in the Coffee’ Rule and Isolating Basis

When it comes to taxation of your IRAs, there is a rule that haunts even the best tax chemist, the “Pro Rata Rule,” or better known as the “Cream in the Coffee Rule.” The reference is to how the creamer immediately taints the entire cup of coffee, and it becomes difficult to separate cream from […]
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