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