General Disclosure
ScrollBy accepting this material, you acknowledge, understand and accept the following:
The information provided herein is for informational purposes. Neither Alaska Investment Management LLC (“AIM”) or its principals or affiliates is soliciting any action based upon this material. This information is not directed at any investor or category of investors and is provided solely as general information about our products and services and to otherwise provide general investment education and for illustrative purposes only.
You may not rely on this information as the basis upon which to make an investment decision. AIM does not represent, warrant or guarantee that the information contained on this website is accurate, complete or suitable for any purpose. To the extent that you rely on this information in connection with any decision, you do so at your own risk. The website does not purport to be complete on any topic addressed. This website is subject to change without notice.
No information contained herein should be regarded as a suggestion to engage in or refrain from any investment-related course of action as none of AIM nor any of its affiliates is undertaking to provide investment advice, make a recommendation, act as an investment adviser to any plan or entity subject to the Employee Retirement Income Security Act of 1974, as amended, individual retirement account or individual retirement annuity, or give advice in a fiduciary capacity with respect to the information presented herein. If you are an individual retirement investor, contact your financial advisor or other fiduciary unrelated to AIM about whether any given investment idea, strategy, product or service described herein may be appropriate for your circumstances.
AIM does not purport to and does not, in any fashion, provide tax, accounting, actuarial, recordkeeping, legal, broker/dealer or any related services. AIM does not have any liability for any damages of any kind whatsoever relating to this information. No part of this website may be reproduced in any manner, in whole or in part, without the written permission of AIM. This website is being provided to you at no cost and any fees paid by you to AIM are solely for the provision of investment management services pursuant to a written agreement with AIM. All of the foregoing statements apply regardless of (i) whether you currently or may in the future become a client of AIM and (ii) the terms contained in any applicable investment management agreement or similar contract between you and AIM.
Under no circumstances should any content on this website be used or considered as an offer to sell or a solicitation of any offer or solicitation to sell or buy any investment, or as an endorsement, recommendation or sponsorship of any company, security, or fund. Any offer or solicitation of fund interests will be made only by means of a confidential private offering memorandum and other offering documentation (collectively, the “Governing Documents”), which will contain additional information about the investment objective, terms and conditions of an investment in a fund and also will contain tax information and risk disclosures that are important to any investment decision regarding the fund.
Certain statements in this website may be considered forward-looking statements. Forward-looking statements generally relate to future events, including but not limited to, future financial or operating performance. Solely by way of example, projections of future revenue, expenses and other metrics are forward-looking statements. In some cases, forward-looking statements may be identified by terminology such as “may,” “should,” “expect,” “intend,” “will,” “estimate,” “anticipate,” “believe,” “predict,” “potential,” “project,” “continue,” or the negatives of these terms or variations of them, or similar terminology. Such forward-looking statements are subject to numerous known, unknown, and unknowable risks, uncertainties, and other factors, any or all of which that could cause actual results to differ materially from those expressed or implied by such forward-looking statements.
All forward-looking statements in this website, whether expressly or implicitly, are based upon estimates, assumptions, analysis and interpretations that, while considered reasonable by AIM and its management, are inherently uncertain. This website is not, and shall not be relied upon as, a representation, warrant, declaration, guarantee, certification, or promise, as to the past or the future performance of AIM. This website contains information that is subject to change, and which may be superseded, in whole or in part, by information contained in materials that may be distributed at a later date; provided, AIM does not have any obligation to update this website.
This website is solely for information purposes to provide recipients information about AIM. This website is provided “as is”, does not purport to be all-inclusive and none of AIM, its affiliates, nor any of their respective directors, officers, managers, members, employees, agents, or other representative, makes any representation, warranty, declaration, guarantee, certification or promise, in each case whether express, implied or otherwise, as to the accuracy, completeness, or reliability, of this website.
The information provided on this website is based on matters as they exist as of the date of preparation and not as of any future date, and will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or changes occurring after the date hereof. AIM makes no representations or warranties as to the accuracy, reliability or completeness of any information at this website. Any contents of this website are subject to change without notice.
Past performance is not necessarily indicative of future results. There can be no assurance that AIM will achieve comparable results or that return objectives or asset allocations will be met. Actual realized returns or the performance of unrealized investments will depend on, among other factors, future operating results, the value of the assets and market conditions at the time of disposition, any related transaction costs, and the timing and manner of sale, all of which may differ from the assumptions and circumstances on which the valuations used in the performance information contained in this website.
Investment in AIM’s investment strategies will involve significant risks, including risk of loss of the entire investment. Before deciding to invest with a fund, you should pay particular attention to the risk factors contained in the Governing Documents. Any potential return on an investor’s investment will be reduced by the investment strategy’s fees and expenses. Investments can be leveraged and performance results can be volatile and may result in loss of principal. You should have the financial ability and willingness to accept the risks associated with an investment with AIM for an indefinite period of time.
All materials in this website are meant to be reviewed in their entirety, including any footnotes, legal disclaimers, restrictions or disclosures, and any copyright or proprietary notices. Any disclaimers, restrictions, or disclosures apply to any partial document or material in the same manner as they do to the whole and will be deemed incorporated in the portion of any material or document that you consult or download.
AIM has not reviewed any of the sites linked to this website and is not responsible for the content of off-site pages or any other site linked or linking to the site. Your linking to any off-site pages, including those provided in any linked news articles or other sites is at your own risk. References to AIM that are contained on any website, article or social media post should not be considered as a recommendation of or by AIM.
AIM is an investment adviser seeking registration with the State of Alaska. Registration with the State of Alaska does not imply a certain level of skill or training.
Comments to Short-Term Fixed Income:
Designed to meet your specific recurring and expected liquidity needs by delivering competitive and consistent performance over time.
With a conservative approach, we actively focus on the front end of the yield curve to preserve principal and prudently augment your unit of return with the least amount of risk. We believe, our patient and disciplined process allows us to find market opportunities that align with our selection criteria and economic outlook to increase your overall performance outcome.
Intermediate Fixed Income
Built with slightly longer duration, AIM’s intermedia fixed income strategy intends to bring in higher returns while preserving principal for your 3-to-5-year goals.
As a balanced strategy, we target the mid-range of the yield curve to safeguard capital and achieve high returns with strategically moderate risk. We believe our methodical approach enables us to identify market opportunities that match our selection criteria and economic perspective, working to increase your overall performance outcome.