Investment Product Providers
First Command’s ability to offer financial products and services from a number of trusted, leading investment and insurance companies adds strength and diversity to our capabilities and to your financial plan. And our independence from any single product or service provider enables your Financial Advisor to tailor recommendations in your financial plan to your unique financial goals and circumstances.
We’re committed to providing every client access to well-established investment companies, including the following firms, and have built relationships with industry leaders on a foundation of value, strength and trust.
Invesco AimSM is a subsidiary of Invesco Ltd., among the world’s largest independent investment managers. We are dedicated to meeting our client’s evolving investment needs through access to diversified investment strategies managed by distinct teams at our investment centers worldwide. These investment strategies can be packaged and delivered to meet investor’s needs – from retail mutual funds and exchange-traded funds (ETFs) to retirement plans, separately managed accounts, and college savings plans.
Visit www.invescoaim.com
Invesco AimSM is a service mark of Invesco Aim Management Group, Inc. Invesco Aim Advisors, Inc., Invesco Aim Capital Management, Inc., Invesco Aim Private Asset Management, Inc. and Invesco PowerShares Capital Management LLC are the investment advisors for the products and services represented by Invesco Aim; they each provide investment advisory services to individual and institutional clients and do not sell securities. Invesco Aim Distributors, Inc. is the distributor for the retail mutual funds, exchange-traded funds and U.S. institutional money market funds represented by Invesco Aim. All entities are indirect, wholly owned subsidiaries of Invesco Ltd.
Allianz Life Insurance Company of North America is more than just an insurance provider. Allianz is committed to best serving your financial interests today, and into the future. Allianz offers customer-focused insurance solutions including fixed and variable annuities, life insurance, and long term care insurance. First Command offers Allianz annuity products. In New York products are issued by Allianz Life Insurance Company of New York. Product availability and features may vary by state.
Visit www.allianzlife.com
Fidelity Investments is an international provider of financial services and investment resources that help individuals and institutions meet their financial objectives. Once known primarily as a mutual fund company, Fidelity has evolved to meet the changing needs of its clients. Products now include over 300 mutual funds, the retirement and insurance markets, and more. Fidelity and First Command have been working together for many years; we share a commitment to continuous improvement, innovative technology, and peerless customer service. Fidelity Investments and First Command are not affiliated.
Visit www.advisor.fidelity.com
Franklin Templeton Investments is a global investment management organization with over $490 billion in assets under management (as of June 30, 2006). At the core of our business are multiple world-class investment management groups - Franklin, Templeton and Mutual Series - each operating autonomously and offering our clients their unique perspectives. Together, they are firmly committed to bringing the expertise of many with the strength of one. First Command is proud to offer a wide selection of Franklin Templeton's funds to its clients.
Visit www.franklintempleton.com
A global investment management firm, Pioneer is dedicated to growing and preserving client assets and has built a partnership of trust with investors, financial professionals, and institutions worldwide since 1928. With investment hubs around the globe, Pioneer now combines a worldwide presence with unique market insights to share investment ideas among their research and portfolio management teams. First Command Financial Planning leverages the strength and longevity of our provider, Pioneer, to better service our clients offering a variety of mutual funds and annuities.
Visit www.pioneerinvestments.com
For over 40 years, Western Reserve Life has been helping Americans pursue their dreams of financial security. First Command offers through its advisors specific variable annuities from the Freedom family of variable annuity and variable insurance products. WRL has established an impressive record of financial strength and innovative service. The combination of federal tax-deferred growth potential and guaranteed death benefit protection makes Western Reserve Life's variable annuities a powerful alternative for reaching long-term retirement goals.
Visit www.westernreserve.com
For more information about these companies, contact us.
Access to the web sites of the specific registered investment companies described here is provided for information purposes only and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security. First Command does not guarantee that the information supplied is accurate, complete or timely, or make any warranties with regard to the results obtained from its use. First Command makes no representations regarding the suitability or potential value of any particular investment or information source.
For more complete information about any specific investment company annuity, including charges and expenses, you should obtain a prospectus from that company’s Web site or your First Command Advisor. Or, you may write to First Command Financial Planning, Inc., P.O. Box 2387, Fort Worth, TX 76113-2387 or send an e-mail to info@firstcommand.com. You should read the prospectus carefully before investing.
The above-mentioned investment companies are not affiliated with any First Command entity.