APCM works with non-profits and charitable organizations across the state. With over 30 years under management for non-profits, we are very well versed in the challenges faced by non-profits. The successful management of these precious funds can mean the difference in accomplishing your goals. We work on everything from sustainable plans for scholarship programs to ensuring that accounts are set up properly to meet grant requirements. With helping Alaskans being the main goal of our firm, partnering with the organizations that help our people, further education, and preserve Alaskan culture is very close to our hearts.
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.