Alaska Wealth Advisors
Alaska Wealth Advisors, headquartered in Anchorage, Alaska, is a registered investment adviser founded in 2014. The firm provides comprehensive wealth management and financial planning services, including investment advisory, personalized financial plans, and portfolio management, predominantly serving individuals and families. With approximately 18 employees, Alaska Wealth Advisors emphasizes fiduciary advice and long-term client relationships, focusing on Alaskan residents but also serving clients nationally.
Investment Strategy
Alaska Wealth Advisors offers discretionary asset management and holistic financial planning tailored to each client’s unique circumstances. Their investment strategy involves direct management of client portfolios with careful attention to individual goals, risk tolerances, and preferences. The firm recommends models but customizes portfolios to fit clients’ needs, providing ongoing monitoring, rebalancing, and adjustments. Financial planning services address everything from cash flow and tax efficiency to estate and retirement planning. The firm adheres to a fiduciary standard and incorporates client-specific investment objectives and risk appetite into all strategies.
Top Holdings
Equity Positions (78)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 26.36% | $184.0M | 297,846 | $342.49 | $617.85 | +$31.2M |
I IJH | ISHARES TR | 10.44% | $72.9M | 1,175,233 | $46.29 | $62.02 | +$11.7M |
B BND | VANGUARD BD INDEX FDS | 10.07% | $70.3M | 954,373 | $77.67 | $73.63 | -$4.6M |
N NFRA | FLEXSHARES TR | 6.15% | $42.9M | 693,451 | $51.90 | $61.88 | +$1.8M |
I IEFA | ISHARES TR | 5.31% | $37.0M | 443,764 | $62.58 | $83.48 | +$2.8M |