Alaska Retirement

Overview

Alaska Retirement is a small, independent registered investment adviser organized as a corporation and owned by an individual. The firm serves a narrow client base of individuals and families and positions itself as a capital allocator and adviser rather than a discretionary asset manager. Its advisory services emphasize financial planning, pension consulting and selection of other advisers, delivered primarily through hourly and fixed-fee engagements. Filings indicate the firm favors equity exposure, with exchange-traded equities reported as the primary asset type. Alaska Retirement does not describe itself as an active ESG investor and operates on a limited geographic footprint rather than as a multi-state adviser. The adviser also lists an affiliation with an insurance company, which can influence the types of products and planning solutions it uses with clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices