Unified Managed Account

Alaska Trust Company employs a Unified Managed Account – or UMA – investment program called Alaska Advantage™. A UMA is a professionally managed account that encompasses every asset class and investment style. This includes Separately Managed Accounts – SMAs – as well as mutual funds, exchange-traded funds, and stocks and bonds, which are all combined into one account. UMA-based investing has proven to be a desirable investment vehicle because you receive comprehensive asset allocation and superior portfolio diversification while integrating research of third-party managers. This investment approach allows for portfolio customization including risk and tax preferences.

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• Investment Management
• Unified Managed Account
• Managed IRA
• Fixed Income
• Alternative Investments