Investment Accounts

If you are seeking investments, Alaska USA Trust Company offers a variety of options to meet your needs.

Managed Investments

For those individuals who do not have the time, expertise or desire to manage their own investment portfolio, a managed account is ideal. Generally, the minimum investment for managed accounts is $100,000. Working with a Trust Officer, you will assess your needs and specific financial objectives and determine the best investment strategy to achieve your financial goals. The Trust Company then monitors the investment portfolio to maintain the desired investment strategy. Needs and financial objectives are reassessed on a continual basis with changes made to the investment strategy as appropriate. Alaska USA staff receives no commissions on Managed Investment Accounts and there are no per-transaction fees. Alaska USA Trust Company works for you and you alone. Learn More

Custody Accounts

Through these accounts, individuals can custody their assets in one secure place. They are ideal for those individuals who want Alaska USA Trust Company to provide all the administrative, custody and recordkeeping services, but who prefer to choose someone else to manage their investments. Alaska USA Trust Company will collect dividends and interest payments, provide quarterly statements, online account access, current market value of the account, and reporting of your account's cost basis, as well as projected annual income. Learn More

Custodial Accounts for Minors

The Uniform Transfers to Minors Act (UTMA) provides an easy way to provide for a child's future. A custodial account established under the UTMA allows you to donate and invest funds on behalf of a child and, at the same time, benefit from IRS rules regarding gifts to minors. An attractive feature of these accounts is that the funds are not accessible by the child until reaching a certain age that you designate, which in Alaska can be between 18 and 25 years of age. UTMA Custodial Accounts have many of the advantages of a personal trust, without the cost or complexity. Learn More

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Trust Reporter Account Access - Monitoring your portfolio is easier than ever, because all investments can be viewed over the Internet through our TrustReporter Account Access Service. With TrustReporter, you can access your account anytime to obtain portfolio summaries, account holdings and market values and transaction information. Learn more

Automatic Investment Program - It's easy for you to invest each month by automatically transferring funds from your credit union account into your managed investment account. Automatic investing is one of the easiest ways to systematically invest. Learn more

Asset Allocation - Choosing the right types of investments is crucial to achieving your financial goals. We offer managed investment account services to help you reach the right mix of investment vehicles.