APCM is an independent investment advisory firm based in Anchorage, Alaska, providing investment management services since 1992. The firm specializes in managing active fixed income portfolios and balanced accounts that combine stock and bond index funds tailored to specific client needs. APCM serves both institutional clients, such as public entities, municipalities, and non-profits, as well as individual investors. The firm emphasizes a conservative, long-term investment approach with low portfolio turnover and low-cost fund selection. In addition to investment management, APCM offers project-based financial consulting services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Balanced account fees are up to 1% of assets and below. Fixed income account fees are up to 0.50% of assets and below. Fees are negotiable based on account size and economies of scale.