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.
CHOOSING YOUR TRUSTEE
The benefits of a corporate trustee.
Appointing First Command as your trustee means your trust will be professionally administered for as long as it endures. Our Trust Officers are trained in financial, legal and accounting issues unique to trust administration, and are authorized to serve as professional trustees in all 50 states. Unlike individual trustees, the Wealth Management & Trust Services Group is subject to regular audits by the Comptroller of the Currency as well as an independent third-party auditor. This helps ensure that we meticulously manage your trust, giving you peace of mind.
TYPES OF TRUST
Trusts come in all shapes and sizes.
SAFETY IN TRUSTS
Protecting your assets.
WHY SET UP A TRUST?
Providing efficient transfer of wealth to beneficiaries.
Because a trust can be tailored to your personal financial situation and goals, it can be a flexible estate-planning tool. With careful planning, trusts can be structured to accomplish various objectives for you and your family. With a trust you can:
- Safeguard an inheritance for your children.
- Provide for the special needs of certain beneficiaries.
- Maintain the privacy of your estate.
- Protect assets from creditors.
- Reduce income and estate taxes.
- Avoid probate expenses and delays.
- Provide for the ongoing management of your assets.