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Managed Investment Accounts

Working with the experts at Alaska USA Trust Company, individuals can chart a course for their financial future. A trust company officer guides each individual through the process of creating a customized investment portfolio and identifying the appropriate investment strategy. Alaska USA Trust Company then monitors, reassesses, and adjusts the portfolio on a continual basis in line with the specified objectives.

Managed Investment Accounts include:

  • Assisting clients in defining their investment objectives.
  • Developing a mix of investments to suit those objectives.
  • Applying sound strategies to achieve consistent returns.
  • Informing our clients of their investments' progress through regular communication.
  • Providing custody of assets.
  • Furnishing comprehensive, accurate, and timely account statements.

To determine proper asset allocation we consider:

  • Long-term objective
  • Risk tolerance
  • Personal circumstances
  • Current and future income requirements
  • Growth of principal requirement
  • Investment time horizon
  • Need for liquidity
  • Tax status

Managed investment services include:

  • Free online account access with TrustReporter
  • Safekeeping of investments
  • Ongoing portfolio monitoring
  • Income collection
  • Bill payment and disbursement
  • Quarterly statements
  • Performance reviews
  • Required tax accounting

Alaska USA's trust company officers are non-commissioned, dedicated to allocating your assets with expertise and care, and there are no transaction fees.

To open an account contact Alaska USA Trust Company