Wealth Management

Achieve Your Long-Term Goals

For help meeting long-term investment goals, turn to the professionals at First National Bank Alaska. Leveraging a wealth of local investing and trust management knowledge, First National’s dedicated team has more than decades of finely honed experience to benefit your financial future. Enjoy the confidence of working with one of the nation’s highest-rated banks for safety and soundness, ranked by Bauer Financial.

Investment Management Services

The Wealth Management Department at First National offers a full range of fiduciary services for local businesses, non-profit organizations, Native Corporations, and government entities as well as individuals.

Investment Management Accounts

Build wealth and manage cash needs in investment accounts under the guidance of our investment management experts. Several options allow you to have as much or as little daily control as you want over investment decisions to match your strategies.

Invested Escrow Accounts

Invested escrow accounts give attorneys and business owners a distinctive way to help reduce risk and overcome the challenges of certain business transactions. First National holds funds in a secure third-party account for parties in a transaction, who determine in advance the process for management and distribution of the funds.

Custodial Accounts

The trusted experts at First National work with your chosen investment manager to provide the record keeping and safeguarding of your securities.

State of Alaska Insurance Depository Accounts

These escrow accounts are established to fulfill the statutory requirement imposed by the State of Alaska for the protection of an insurance company’s policyholders and interested creditors.

For current investment options and help in planning your long-term financial goals, call us at 907-777-4560.

 

Wealth Management Fees effective January, 2017

 

Investment Risk

Securities recommended or acquired in any fiduciary account administered by the Wealth Management  Department of First National Bank Alaska are not FDIC insured, and may involve investment risk, including possible loss of capital. Such securities are not obligations of First National Bank Alaska and are not guaranteed by First National Bank Alaska.