Investment Management for Every Stage of Life | First Command
Asset Management Solutions
Investment Management for Every Stage of Life
You set the goals.
We help you pursue them.
First Command’s Asset Management Solutions (AMS) within First Command Advisory Services, combine professional investment management with one-on-one financial coaching, giving you a personalized plan and portfolio built around your goals. From PCS transitions and TSP decisions to buying a home, starting a family and retiring, we help you stay aligned to what matters by adjusting your investments to match the moments that shape military life and beyond.
Explore the investment portfolio lineup
Whether you’re starting out in your career, planning for retirement, or building generational wealth for your family, First Command has an investment option for you. Simply speak to an Advisor to determine which solution best fits your goals, time horizon, and financial situation.
Stages of investment
What are your priorities?
While every military family’s financial picture is unique, major life stages often shape how you invest. Your Advisor can help you choose the right Asset Management Solution for where you are now and where you want to go next. Depending on your goals and the complexity of your finances, some solutions may be a better fit for you than others.
Early Career
Building financial foundation and establishing a disciplined investing routine.
Mid-Career
Saving for retirement while managing other, competing priorities.
Retirement & Beyond
Aligning investments with income needs, family priorities, and long-term goals
Financial Advisor For Military Families
How it works
By combining professional investment management with a one-on-one coaching approach, your Advisor will keep you informed and in control.
- Set your goals
- Build a personalized financial plan
- Implement a portfolio that fits your needs
- Review and adjust as life changes
Frequently Asked Questions
Understanding Investment Management
Working with First Command
TSP funds have very low administrative and investment expenses, and low expenses can have a positive effect on the rate of return of your investment.
Diversification, asset allocation and portfolio rebalancing do not guarantee a profit or protect against a loss in a declining market. They are methods used to help manage risk. Investment returns and principal value will fluctuate and your investment, when redeemed, may be worth more or less than its original cost. Sales charges and taxes may apply.
Investors should carefully consider the investment objectives, risks, charges and expenses of each fund before investing. This and other important information is contained in the prospectus, which may be obtained by contacting your financial advisor or by calling First Command. Please read the prospectus carefully before investing.
First Command and its affiliates do not provide legal or tax advice. This material is for informational purposes only and should not be relied on for legal or tax advice. You should consult your own legal or tax advisors before engaging in any transaction.
Talk to a Financial Advisor for military families
Receive personalized coaching and choose the portfolio that fits your goals.