Specialized Experience

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.

Comprehensive Services

Institutional Wealth Management Services Research

Review of Investment Policy Statements

Institutional Wealth Management Services Portfolio

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

Institutional Wealth Management Services Risk Management

Risk management tools to quantify and evaluate potential exposure to loss

Institutional Wealth Management Services Fund Selection

Selection of funds and investment vehicles

Institutional Wealth Management Services Annual Review

Annual review of asset allocation and capital market assumptions

Institutional Wealth Management Services Investment Strategies

Evaluation of new asset classes and investment strategies


Regular communication and performance reporting

Institutional Wealth Management Services Trading

Portfolio trading and rebalancing

Transparent Fees

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.