Foundations: Asset Management Solutions | First Command

First Command

Foundations

Simple by design. Diversified on purpose.

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What is First Command Foundations?

First Command Foundations is a globally diversified portfolio designed to help you pursue your long-term financial goals. It offers disciplined portfolio management, automatic rebalancing, and straightforward guidance from your Advisor—all with a lower minimum investment than our other investment options.

Portfolio Summary

Is it right for you?

First Command Foundations may be a good fit if you’re looking for a disciplined, diversified approach to pursuing your long-term goals.

Long-term approach to building wealth
Lays a financial foundation
Develops discipline with an automated approach
Globally diversified strategies

Fee Structure

Minimum Investment and Advisory Fees

Foundations Fee Schedule

$0 – $250,000	1.30%
$250,001 – $500,000	1.15%
$500,001 – $1 million	1.00%
$1 million – $2 million	0.75%
Over $2 million	0.50%

Differentiators of

First Command Foundations

Strategic allocation

A globally diversified mix of stocks and bonds from a broad selection of exchange-traded funds.

Continuous monitoring

The portfolio is reviewed regularly to help ensure it stays on track.

Asset-class discipline

Tactical adjustments made at the broad asset-class level.

Consistent rebalancing

Periodic rebalancing helps maintain the balance between growth and stability.

Professional oversight

Every fund in the portfolio is backed by thorough due diligence from our investment team.

Straightforward design

A simple, long-term approach focused on clarity, cost efficiency, and easy decision-making.

How First Command Foundations invests

First Command Foundations strategies use a globally diversified mix of exchange-traded funds (ETFs) to reflect your risk profile and long-term goals. This approach keeps costs lower, maintains consistent market exposure, and provides a straightforward path to help build wealth over time.

Frequently Asked Questions

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.

Connect with one of our Advisors to see how the right investment portfolio can support your goals.

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