Plan for the future

With help from the local Investment Management experts at First National

For nearly a century, Alaskans have counted on First National Bank Alaska for local expertise, decision-making, institutional safety and fiduciary responsibility.

While much of that sterling reputation was earned by meeting the everyday banking needs of its consumer and business customers, the bank also remains steadfast in its commitment to financial planning and investment management.

And while it’s never too early – or too late – to start planning for the future, significant life events are a good time to take stock of the plans you’ve made. The local investment experts at First National can help you reassess your financial future.

“Our 50 years of experience administering trusts in Alaska are a testament to our knowledge and expertise,” said Senior Trust Officer Bob Tannahill. “Today, our team is even stronger because of the investment management professionals we have on board.”

First National’s investment management officers offer a consultative approach and makes certain you aren’t overwhelmed by the wide array of investment options.

Officers like Matthew Anderson and Adam Sikorski will work alongside you and your family.

“We start with your goals, then work to help you understand all your investment options to reach those goals,” Sikorski said. “It’s your plan, unique to your needs and expectations.”

If it’s time to rollover your IRA, investment experts can help you select from a full array of investment services. Options might include tax-efficient, low-risk or growth portfolio strategies which may use stocks, bonds or mutual funds.

By gaining a comprehensive understanding of you as an investor, both Anderson and Sikorski construct a customized investment strategy consistent with what you want to accomplish.

“Each member of our team is dedicated to help Alaskans through the investment planning process,” Tannahill said. “Come talk to us and see if there’s something First National can do to improve on your long-term financial outlook.”

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