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.
A male financial advisor sitting down with a young woman in an office and discussing her asset management strategy.

HOW IT WORKS

Our investment process.

Our Asset Management Strategy incorporates 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.
A close up of two sets of hands reviewing asset management strategy documents.

CREATE YOUR ASSET MANAGEMENT STRATEGY

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 an asset management strategy to meet your needs. To learn more, schedule a consultation with a First Command Financial Advisor.
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