Professional Asset Management
You’re well on your way to the financial independence you’ve dreamed of. You’re proud of the sacrifices you’ve made, the discipline you’ve shown and the smart financial decisions you’ve committed to along the way.
But you wonder if you should be doing something different now, and you ask yourself:
- Are my assets allocated appropriately?
- Does greater diversification make sense?
- Would periodic portfolio rebalancing help?
- How can I manage my growing tax burden?
- Should I be thinking less about returns and more about risk?
The First Command Select Investor Program
The First Command Select Investor Program was designed to help answer questions like these for investors who may be ready to take the next step in their financial journey. A comprehensive, fee-based* asset-management solution that includes professional investment advisory services, the Select Investor Program enables you to delegate the daily details of managing your assets to simplify your life as you pursue your financial goals.
How the program works
The Select Investor Program leverages a team of professionals to develop and implement a personalized asset-management plan that can help you manage investment risk and pursue opportunities for returns.
- Your First Command Financial Advisor will help you identify your investment goals, financial needs and investor personality, including your tolerance for risk and for returns.
- Knowledgeable investment analysts will recommend an asset allocation and diversified investment that align with your goals, needs and investor personality.
- Experienced asset managers implement your plan, monitor your investments, and make ongoing decisions and trades that are consistent with your asset allocation and portfolio.
Benefits
In addition to the convenience of professional investment management, the Select Investor Program provides:
- Flexible withdrawal options to meet your income needs
- Automatic bill pay and quarterly payment of estimated federal income taxes
- Consolidated account and quarterly portfolio performance report
- 24-hour access to account information
The Select Investor Program’s designed-in flexibility enables adjustments as your life circumstances or priorities change. Your Financial Advisor is always ready to help you review your investment strategy and plan to ensure that they serve your unique financial needs and goals. To learn more about professional asset management solutions, contact a trusted First Command Financial Advisor today.
*The ongoing fee is based on a percentage of the assets held within an investor's account. In addition to this management fee, an investor will incur mutual fund operational expenses.