First National Bank Alaska has long held a reputation as one of the nation's safest and strongest financial institutions. As we celebrate our 90th anniversary, the bank is more committed than ever to keeping your invested assets secure.
If you're thinking about putting funds back to work in the market, The Model Portfolios: Efficient Frontier Series could be for you.
The portfolio series strives to limit the portfolio turnover, reduce trading costs and trade friction which tend to erode total returns by increasing cost to the end client.
The portfolios are also inherently tax efficient because of the style of management and the low turnover ratio. The core series of portfolios was built to be a structured asset class portfolio that follows Modern Portfolio Theory by reducing risk through diversification of asset classes.
Trust officers and advisors can also tilt these core portfolios to include a higher or lower percentage of exposure to small and value asset classes depending on the client?s needs. Domestic-only and non-European international portfolios are also available to meet investment goals.
The Efficient Frontier Series utilizes institutional pricing.
Our model portfolios are offered in a range from 100-percent fixed income to 100-percent equity portfolios. The appropriate portfolio is matched to your individual risk tolerance through a risk versus return questionnaire.
Learn more by visiting FNBAlaska.com/trust_and_investment_services.html.
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The articles and opinions in this publication are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest you consult your attorney, accountant, financial or tax adviser with regard to your individual situation. Entire publication. For publication information, call (907) 777-3409.