Investment Management Accounts
Exclusively tailored services.
First Command’s Investment Management Accounts (IMA) are asset allocation portfolios designed for high net worth clients. Each portfolio is tailored to the client’s individual risk tolerance and investment objective. IMAs may include mutual funds, individual stocks, exchange traded funds (ETFs), and individual municipal, government or corporate bonds. IMA portfolios may be established by investing proceeds from security liquidations, cash contributions or transferring existing securities in kind to the IMA.
You may be interested in an IMA if you:
- Hold highly appreciated assets which you wish to sell over a period of time to spread out the tax liability.
- Own individual stocks or bonds you do not wish to sell.
- Need state-specific tax-free income.
- Wish to avoid specific asset classes, such as cash or equities.
Interested in learning more about IMAs? Chat with your First Command Financial Advisor.