OUR APPROACH TO ASSET MANAGEMENT
Different goals require different approaches.
At First Command we recognize that each investor is unique. That’s why we take a personalized approach to developing an asset management strategy by selecting investment portfolios that closely match your goals, tolerance for risk, and expectation for returns.
To provide you additional value, we strive to:
- Create opportunities for rewards while managing risk.
- Minimize management and administrative costs.
- Provide ongoing services that adapt to changes in your goals.
HOW IT WORKS
Our investment process.
- Help you identify your investment goals and timeline, financial needs, expectations for investment returns, and tolerance for risk.
- Recommend an asset allocation and investment portfolio that aligns with your goals and investor personality.
- Implement your portfolio upon your approval, freeing you from all the administrative details.
- Monitor your investments and rebalance your portfolio as needed, to maintain the investment mix that aligns with your goals and risk temperament.