Knowledgeable insight with a disciplined approach for institutions
As a fiduciary, the assets and responsibilities you manage are significant. Our team understands the intricate needs and complexities of institutions and has the breadth of capabilities and tenured experience required to implement effective financial strategies and portfolios.
Our advisors are committed to creating a custom investment plan aligned with your goals and take a disciplined approach that allows you to focus on meeting your mission. Our thorough process begins by identifying high quality managers and investment opportunities that are designed to align with your corporate profile and extends through managing, reviewing and rebalancing investment strategies to support your ongoing success.
We’re here to be your trusted partner, and to alleviate and streamline your managerial responsibilities so you can focus on the things that matter most to you and your business.
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We're proud to serve Alaska’s Native corporations, providing investment services and managing their funds. Native corporations tend to have an abundance of resources and a great need for diversification. We offer services to select and review investments that expand the corporation’s portfolios.
We provide insight and commentary as well as accountability through meetings delivering customized reports. We meet with finance committees and directors of our clients to review performance, and to help ensure that the client’s objective has not changed.
Raymond James is not endorsed by Alaska Native Corporations or any tribal organization.
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Our team has served endowments in Alaska for nearly two decades. By working with endowments, we become familiar with how to seek their objectives and report on investment results, all for the benefit of endowment beneficiaries.
Our goal is to serve as an extension of your investment committee and provide critical support in helping fulfill your responsibilities and implement strategies designed to effectively manage your holdings, stewardship duties and spending policy needs.
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We understand that each of our institutional clients face their own set of challenges. However, each seeks a trusted partner to help them manage their fiduciary duties and meet their goals, in alignment with the mission of the organization they serve.
Our team works proactively to anticipate and address those needs, and provide the appropriate counsel from a full spectrum of investment consulting services. Our disciplined investment committee guides institutions through each phase of the investment process – from strategy review, development and implementation, to oversight and documentation. Using a prudent management approach, our team seeks to enhance your organization and its mission, providing reliable support where it’s needed most.
OUR APPROACH
Our team provides customized financial guidance, designing and implementing strategies that are tailored to the specific needs of your institution. We offer critical support at each point in the investment process, and help clients to clarify their objectives and projected milestones for the near and distant future.
Our support is ongoing, and we are disciplined in the reviewing and oversight of our clients’ investment plans. We not only help ensure your plan adheres to fiduciary standards and regulations, but also that it continually serves your institution’s needs and goals over time.
OUR SERVICES
We provide the vast range of services and resources required to better serve the needs of our clients. They include:
- Investment strategy review and development
- Investment search and selection
- Asset allocation guidance
- Plan monitoring and performance reporting
- Fiduciary process guidance and education
- Diversification and asset allocation do not ensure a profit or protect against a loss
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Whether you’re looking for assistance in overseeing your current plan or implementing a new one, our team offers the attention and resources to guide you through every step, helping you distinguish among seemingly endless investment options, stay current with regulations and fiduciary responsibilities, as well as educate plan participants on their options and planning for retirement.
Having partnered with institutions of varying sizes and industries, we understand how important it is to maximize plan benefits while staying tax efficient. We utilize strategies designed to help ensure your plan serves both your needs as an institution, as well as those of your constituents.
Your responsibilities are substantial, and – without additional support – your duties as a plan sponsor can easily absorb precious time. We aim to serve as a seamless extension of your office, providing the support necessary to allow your leaders to focus on growing and advancing your business. Through every phase, we work closely with you to help ensure your retirement plan remains aligned with your preferences as an institution, designed to propel you toward your corporate mission.
We have experience establishing and overseeing a variety of qualified retirement plans and non-qualified deferred compensation plans.
SERVICES INCLUDE
- 401(k) Plans
- 401(k) Profit Sharing Plans
- Simplified Employee Pensions (SEPs)
- SIMPLE IRAs
- Safe-Harbor 401(k) Plans
- Owner Only/One-Person 401(k) Plans
- Profit Sharing Plans
- Age-Weighted/Comparability Profit Sharing Plans
- Defined Benefit Pensions
- Third-Party Administration (TPA) Partnership
