Our Services

Premier Portfolio Strategies is an independent, locally owned Alaskan company providing investment and insurance services for clients for more than 28 years.

We specialize in the following products and services:

  • High-net-worth, fee-based portfolio consulting services
  • Qualified retirement plan design and funding
  • Investment and retirement planning
  • SEP IRAs, SIMPLE IRAs, and traditional/Roth IRAs
  • Section 529 plans and Coverdell Education Savings accounts
  • Mutual funds, variable annuities, and fixed annuities
  • Term life insurance
  • Universal life insurance

We also provide investment opportunities, including the following:

  • Stocks
  • Bonds
  • UITs
  • Options
  • Index funds
  • Exchange-traded funds (EFTs)

Fixed insurance products and services offered by Premier Portfolio Strategies and CES Insurance Agency.