Alaska Native Corporations & Associations
Arbor Capital specializes in supporting Alaska communities and Alaska Native Corporations by acting as an advocate, investment advisor, and fiduciary.
Your Priorities are Our Priorities
Supporting your Shareholders is the primary responsibility of Alaska Native Corporations. We recognize the challenges you face as a board and we are here to be an advocate, partner, and advisor for you, your Corporation, and your Shareholders.
Why Arbor Capital?
- Our team has over 150 years of combined experience in the financial industry.
- We operate as full-time fiduciaries.
- We implement customized investment strategies designed to align with the corporation’s goals and investment policy.
- Our team assists in reviewing and revising cash management and investment policy as needed.
- We are accountable to management and directors and develop a communication plan tailored to suit your expectations and needs.
- We have experience in helping manage and maintain settlement trust portfolios
-
Alaska Native
Shareholders -
Investment Management &
Fiduciary Oversight -
Financial Advocacy &
Community Education -
Settlement
Trusts
WE VALUE ANC CONTRIBUTIONS TO THE ALASKAN COMMUNITY
Alaska Native Shareholders
Our families are Alaska Native Shareholders and we understand the benefits you strive to provide for your shareholders.
WE PARTNER WITH CORPORATIONS TO PROVIDE FIDUCIARY KNOWLEDGE AND INVESTMENT EXPERTISE
Investment Management & Fiduciary Oversight
WE STRIVE TO INCREASE FINANCIAL LITERACY AMONG ALASKAN NATIVE COMMUNITIES
Financial Advocacy & Community Education
WE HAVE EXPERIENCE IN HELPING ALASKA NATIVE CORPORATIONS SET UP, MANAGE AND MAINTAIN SETTLEMENT TRUST ASSETS
Settlement Trusts
Our team works with trustees to develop investment policy for Settlement Trust assets while coordinating with attorneys and accountants to maximize tax benefits.
WE VALUE ANC CONTRIBUTIONS TO THE ALASKAN COMMUNITY
Alaska Native
Shareholders
Our families are Alaska Native Shareholders and we understand the benefits you strive to provide for your shareholders.
WE PARTNER WITH CORPORATIONS TO PROVIDE FIDUCIARY KNOWLEDGE AND INVESTMENT EXPERTISE
Investment Management &
Fiduciary Oversight
WE STRIVE TO INCREASE FINANCIAL LITERACY AMONG ALASKA NATIVE COMMUNITIES
Financial Advocacy &
Community Education
WE HAVE EXPERIENCE IN HELPING ALASKA NATIVE CORPORATIONS SET UP, MANAGE AND MAINTAIN SETTLEMENT TRUST ASSETS
Settlement Trusts
Our team works with trustees to develop investment policy for Settlement Trust assets while coordinating with attorneys and accountants to maximize tax benefits.
Visualize your relationship with Arbor Capital
First Client Meeting
Arbor Capital reviews the corporation's current investment statements and investment policy.
Plan Proposal Meeting
Our team provides customized recommendations and proposes an investment plan.
Implementation Stage
We will begin implementing our proposed plan and address any tax implications that may arise with portfolio changes.
Ongoing Client Relationship
Consistent communication provides portfolio updates and market insights to corporate leadership.
Get started today
Let’s meet for a cup of coffee, a craft brew, or at a trailhead nearby. We would love to learn more about you.