Investment Management Services
Alaska Permanent Capital Management has been serving Alaska organizations for over 30 years. As an SEC Registered Investment Advisor owned and operated by Alaskans, we assist institutional clients with fulfilling their Fiduciary obligations by following a prudent and transparent investment process.
APCM’s investment philosophy is focused on customized separate accounts and we do not utilize proprietary products in our portfolio creation to ensure no conflicts of interest and the ability to have dynamic portfolios that are able to be as flexible as our client’s needs. Our team works diligently to determine client investment needs; account asset allocations vary between solely fixed income to multi-asset strategies tailored to the appropriate risk and return requirements of each client. This is accomplished by integrating the client’s investment plan within their overall business strategy.
Our investment team is composed of highly experienced individuals. Seven professionals at the firm hold the Chartered Financial Analyst® designation, one of the highest-regarded credentials in the financial services industry. The team provides expert financial guidance in collaboration with clients to assist, define, and achieve their financial goals.
Asset Allocation Services
Short Term Reserves
Funds that are in excess of operating reserves or used to finance capital spending plans.
Medium Term Reserves
Reserve funds that are not anticipated to be used, but may need to be drawn upon given unexpected circumstances.
Perpetual investment account which can be invested for long term growth and/or to provide sustainable distributions.
Funds in this bucket are managed with an emphasis on safety and liquidity.
Review of Investment Policy Statements
Create an optimal portfolio based on client’s objectives and constraints
Cash flow simulations to review potential wealth distributions
Coordinate objectives of investment, spending, and contribution policies
Board, Assembly, and Council Education
Risk management tools to quantify and evaluate potential exposure to loss
Selection of funds and investment vehicles
Annual review of asset allocation and capital market assumptions
Evaluation of new asset classes and investment strategies
Regular communication and performance reporting
Portfolio trading and rebalancing
Let’s talk about fees.
APCM’s investment philosophy is built on the foundational principle, “focus on what you can control”; asset allocation, fees, and expenses.
Therefore one low, transparent fee covers all services.