Select: Asset Management Solutions | First Command
Portfolio Summary
Is it right for you?
First Command Select may fit your needs if you want a portfolio that offers more flexibility to respond to short- to intermediate-term market opportunities.
- Balances cost and opportunity
- Seeks broader investment options
- Pursue wealth with long-term discipline
- Flexibility to respond to changing market conditions
Fee Structure
Minimum Investment and Advisory Fees
Select 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 Select
Strategic asset allocation
Broad allocation across stocks, bonds, and real assets is designed to balance growth, income, and risk across market environments.
Tactical flexibility
Tactical asset allocation can be applied at the asset class based on sector, country, and management style.
Expanded opportunities
Inclusion of real assets allows portfolios to pursue diversification beyond traditional stocks and bonds.
Rigorous manager oversight
Stringent assessment and continuous communication helps keep asset managers aligned with our AMS investment strategies.
Active risk management
Tactical decisions are used to help manage volatility and exposure—not to chase trends, but to stay disciplined through change.
Continuous portfolio review
Portfolios are monitored on an ongoing basis to maintain alignment with objectives, allocations, and market realities.
How First Command Select invests
First Command Select portfolios use a curated combination of mutual funds and ETFs to reflect your risk profile, desired returns, and investment timeline. This blend helps you pursue long-term growth while maintaining globally diversified exposure across market environments.
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.
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.
Connect with one of our Advisors to see how the right investment portfolio can support your goals.