Investment Management
It is not enough these days to simply build wealth. Unpredictable financial markets, an overly litigious society, changing tax regulations, a shifting political landscape, and the wide-ranging vagaries of life all pose constant threats to your wealth. Having a sound investment plan is critical to your overall wealth management process, which is something Alaska Trust Company can provide.
Customized Investment Management
We offer an innovative, integrated approach to wealth management. Unlike the big investment houses, we do not pressure clients to use any proprietary products. Our agenda is you and your best wellbeing, not products. We have no conflicts of interest. Our investment program, Alaska Advantage™, is designed to assess your needs from a holistic perspective. It guarantees you a customized portfolio featuring a carefully chosen and proven group of national and international money managers representing a variety of investment styles. Access to these money managers is not typically available to most individual investors. In conjunction with using top-tier managers, we also utilize state-of-the-art technology that can minimize taxes and work around any client-specific restrictions such as socially responsible investing, legacy stock positions, and legal restrictions on purchases.
