Trust Services


The First Command Bank (“FCB”) Trust Department began providing trust and investment management services in 1999 to accommodate First Command’s high net worth clients. Since that time, the Department has provided personally customized investment strategies and services to both individuals and organizations requiring either trust or investment services.

Trusts are often the foundation of estate planning – a way to provide for the efficient, orderly transfer of wealth to family or other beneficiaries. Different types of trusts provide different benefits. They can help you provide financial management for your spouse, children or siblings after death; make contributions to charitable organizations; reduce estate taxes; avoid the costs and headaches associated with probate; or provide for the administration of your finances should you become unable to do so for yourself.

In addition to managing various types of trust accounts for which First Command Bank has been named as trustee, the Department also provides investment management services. Investment Management Accounts (“IMA”) are designed for high net worth clients who desire and need catered service with full portfolio flexibility, tax efficient management of their assets, and personalized service.

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