Custody and Safeguarding Services
First National has a long history of providing custody services to institutional clients, including cities, boroughs, Alaska native villages, nonprofits and foundations, and governments.
Governance and Fiduciary Support Services
You can count on us to work closely with your organization’s board and leadership team to support their long-term financial goals. We focus on making your funds work harder for you, so you can focus on your mission and improving the quality of life for Alaskans.
Business Succession Planning Services
Our local experts are ready to work alongside you, your lender and bankers to determine the best succession plan for your business today and after you’ve moved on.
Investment Management Services
We deliver institutional investing services tailored to your needs. Whether you are a family office, small to large business, Alaska Native corporation, charitable organization or government, we are ready to help shape your financial future.
Standard of care
Tax-efficient portfolios
Investment Policy Statement development
Philanthropic solutions
“Our local team of experts, extensive spectrum of services and commitment to partnership help us find and guide investment strategies and solutions designed for your unique commercial, nonprofit or governmental priorities and goals today and tomorrow.”
Morgan Neff | Senior Vice President and Wealth Management & Trust Director
High Standards
As professional corporate fiduciaries, we are held to higher standards of care and prudence than other types of investment organizations. These standards underscore our core responsibility to act solely in the best interest of our clients, creating an environment of shared fiduciary responsibility, legal accountability and strong risk management.
Expertise
Our team has a proven track record in managing complex financial structures and possesses industry-recognized designations such as the Chartered Financial Analyst, Chartered Alternative Investment Analyst, Certified Trust and Fiduciary Advisor, Certified Exit Planning Advisor and Accredited Fiduciary Investment Adviser.
“ First National’s Wealth Management and Trust team provides exceptional service and expertise.”
– Dave Cavitt, owner Furniture Enterprises of Alaska
Contact Us
Maximize your organization’s financial potential with personalized investment solutions to meet your unique priorities and goals.
Investment products are not insured by the FDIC; are not deposits; and may lose value.