OUR APPROACH

Different goals require different approaches.

At First Command we recognize that each investor is unique. That’s why we take a personalized approach to 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.
First Command retirement planning with a qualified Financial Advisor

HOW IT WORKS

Our investment process.

Our Asset Management Solutions incorporate a thoughtfully structured process. Your First Command Financial Advisor will:
  • 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.
First Command asset management for military members and their families

READY TO INVEST

A portfolio built for you.

Whether you’re investing to accumulate assets for a retirement that’s still decades away or already in retirement and seeking a professionally managed portfolio that can provide monthly income, we have a strategy to meet your needs. To learn more, schedule a consultation with a First Command Financial Advisor.
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