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We lead with curiosity
and good questions.

How it works

Our work doesn't start with a spreadsheet. It starts with a conversation.

  1. We talk with you about the big picture. Your goals and objectives, and identify priorities.
  2. Then we talk about risk. Everyone endures some degree of risk—but everyone’s tolerance is different.
  3. Next, we identify the gaps and opportunities that currently exist, and how we can both leverage and bridge them.
  4. We draw on the expertise and resources of Baird, including industry-leading equity research and tax, retirement, insurance, and estate planning pros to evaluate your options.
  5. We recommend a custom solution that fits your needs, risk, and priorities—and implement it in accordance with the Investment Policy Guidelines you help us to set.
  6. Ongoing review of your portfolio is part of the process, and we regularly measure performance to make adjustments as changes occur in the markets.


3800 Centerpoint Drive
Suite 1120
Anchorage, AK 99503


PHONE: 907-677-8300
TOLL-FREE: 800-819-9227
FAX: 907-677-8350

Check the background of this firm on FINRA’s BrokerCheck.