NEWS AND INSIGHTS FROM FINTRX
Registered investment advisors (RIAs) are undoubtedly best positioned to serve high-net-worth families and individuals seeking an alignment of interests between the firm and client. To shine a light on the growing RIA channel, FINTRX explores three of the largest registered investment advisors (RIAs) based in Alaska.
Founded in 1990 by Bob Gillam, a second-generation Alaskan, McKinley Capital Management, LLC is an Anchorage, Alaska-based firm providing investment, research, consulting, and advisory services to clients worldwide. Gillam believed computationally driven investing should be accessible to everyone everywhere, including Alaska. McKinley Management’s three business units McKinley Capital Management, LLC, McKinley Alaska Private Investment, LLC, and McKinley Research Group, LLC work together to provide clients multiple services and integrated solutions from one company. Today, we recognize McKinley Capital as a financial industry leader in global growth investing.
McKinley Capital Management, LLC is a systematic global growth asset manager with 30 years of experience using a disciplined, data-driven investment method focused on identifying fast-growing opportunities in Alaska and around the world. Its global clients include corporate and public pension plans and 401K programs, sovereign wealth funds, labor unions, religious institutions, and individual investors. Clients of the firm seek diversification or customization of their investment portfolio and appreciate working closely with a team of investment professionals dedicated to helping them achieve their financial goals. McKinley has additional offices in Juneau, AK, and Chicago, IL.
- Founded: 1990
- Headquarters: Anchorage, AK
- Discretionary Assets: ~$3.9B+
- Non-Discretionary Assets: $0
- Total AUM: ~$3.9B+
- Specialties: Investment Management; Traditional Portfolio Management; Custom Products; Engineering & Solutions; Private Investments
Founded by Dave Rose in 1992, Alaska Permanent Capital Management is an Anchorage, Alaska-based registered investment advisor providing investment management services for institutions and individuals. When Rose made Alaska his home in the 1960s, his professional and volunteer experience helped shape Alaska for many years to come. Through his work as the first director of the Alaska Permanent Fund, Rose's legacy lives on to this day. His philosophy "do the right thing for Alaskans" is the foundation of Alaska Permanent Capital Management, as it inspires community engagement, provides direction to hire the experts, and motivates the team to deliver exceptional client service.
Alaska Permanent Capital Management maintains relationships with a diverse client base that includes Alaska Native Corporation operating funds and Settlement Trusts, endowments and foundations, financial institutions, health care organizations, insurance companies, state and local governments, and individuals. The company offers portfolio management, asset allocation, and financial planning services. Investment portfolios are designed and managed to optimize your income, ultimately providing sustainable income that meets your lifestyle.
- Founded: 1992
- Headquarters: Anchorage, AK
- Discretionary Assets: ~$3.18B+
- Non-Discretionary Assets: ~$54.1M+
- Total AUM: ~$3.24B+
- Specialties: Portfolio Management; Asset Allocation; Financial Planning; Retirement; Divorce
Established in 1997, Arbor Capital Management Inc. is an Anchorage, Alaska-based financial management firm that provides investment advisory services for nearly 300 clients. The firm's financial planners and managers seek to align investment strategies and portfolio design to reflect the goals of the investor. Arbor helps individuals and organizations manage their finances to get the most out of their money, tailoring their approach to the specific situation and needs of each client.
The firm typically serves three types of clients—individuals, businesses (401k’s and more), and native corporations. Most clients are individuals and families looking for portfolio design and management. Arbor takes great care in selecting investments. Because of their approach, each portfolio has more thought and design than the typical allocation seen in the industry. The group also provides a private, secure website and app where you can review investment returns, trades, fees, cost basis, and any detail pertaining to the dollars and cents of your money. Arbor will also work as a financial consultant on an hourly basis. Takeaways may include recommendations of asset allocation and specific security selection, as well as cash flow models. Financial consulting does not include legal or tax advice, nor does it grant Arbor discretionary power over your financial accounts.
Founded: 1997 (Registered as an RIA in 2000)
Headquarters: Anchorage, AK
Discretionary Assets: ~$256.5M+
Non-Discretionary Assets: ~$7M+
Total AUM: ~$263.5M+
Specialties: Investment Strategy; Asset Allocation; Risk Tolerance, Personal Investment Policy; Asset Selection; Regular Portfolio Monitoring
A registered investment advisor (RIA) is any firm advising or managing the wealth of high-net-worth individuals or institutions. Directly regulated by the Securities Exchange Commission (SEC), RIAs offer a wide range of financial services — from wealth and investment management to direct lending and personal finance education, etc. An important distinction regarding RIAs is the fiduciary obligation to always act in the best interest of their clients.
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October 04, 2021
Renae Hatcher is a member of the marketing team at FINTRX - focused on delivering targeted & relevant family office and registered investment advisor content to our subscribers.