Mission First, Investments Handled: How OCIO Services Empower Military Nonprofits

Nonprofits supporting military members and their families often face complex challenges in managing their investments — challenges that can divert attention from their core mission. Balancing mission-driven objectives with prudent financial oversight requires expertise, time, and resources that may be beyond the reach of many organizations. This is where an Outsourced Chief Investment Officer (OCIO) can play a pivotal role.​

What Is an OCIO?

An Outsourced Chief Investment Officer (OCIO) allows you to delegate complex investment management tasks to experts, freeing your team to focus on your mission. By partnering with an OCIO, nonprofits can access professional investment strategies tailored to their unique goals and risk tolerance, enabling them to focus more effectively on their core missions.​

The AWM&T OCIO Experience

At AAFMAA Wealth Management & Trust LLC (AWM&T), we understand the unique financial needs of military support organizations. Our OCIO services are designed to provide comprehensive investment management solutions that align with your organization's mission and objectives.​

Our Proven Process

We follow a structured five-step process to ensure a seamless and effective partnership:​

• Connect: We begin by introducing our team and learning about your organization to determine if there's a mutual fit.​
• Discover: Our team conducts a thorough financial assessment to understand your specific needs, goals, and challenges.​
• Solve: Based on our findings, we present tailored investment strategies designed to meet your objectives and address any concerns.​
• Implement: Once a strategy is agreed upon, we finalize all agreements, transfer assets, and execute the investment plan.​
• Review & Adjust: We maintain an ongoing relationship, regularly reviewing and adjusting the investment strategy to ensure continued alignment with your organization's goals.​

Benefits of Partnering with AWM&T

By partnering with AWM&T, your organization can navigate the complexities of investment management with confidence, allowing you to dedicate more resources to making a meaningful impact in the lives of those you serve. By choosing AWM&T as your OCIO, your organization can:​

• Improve Governance and Risk Management Practices: As a fiduciary trust company, we ensure that your investments are managed in accordance with your organization's policies and risk tolerance.​
• Focus on Your Mission: With AWM&T handling asset allocation, portfolio management, and risk management, your team can concentrate on core activities.​
• Access a Broad Range of Investment Options: We provide access to a diverse array of investment opportunities tailored to your organization's needs and objectives.​
• Maintain Control Over Investment Decisions: Our services adhere to your Investment Policy Statement (IPS), ensuring that all investment decisions align with your organization's guidelines and goals.​
• Benefit from Competitive Rates: We offer highly competitive rates for our customized investment services.​
• Minimize Potential Conflicts of Interest: AWM&T does not sell proprietary investment products, ensuring that our investment decisions are made solely in your best interest.​
• Collaborate with Like-Minded Professionals: We work exclusively with organizations that share our commitment to the American Armed Forces community, providing an innate understanding of your needs.​

Secure Your Organization’s Future with AWM&T

The Veterans you serve rely on your organization's success — let us help secure a sustainable future for their support. A solid financial foundation is necessary for your nonprofit organization’s success. You focus on your mission, we’ll handle your finances. To get started, click here or call 1-910-307-3500 today.

About Us

Founded in 2012, AWM&T was built specifically to meet the unique financial needs of military families. We provide experienced, trustworthy, long-range financial planning, investment management, and trust administration services to support financial independence and security. We aim to be the premier provider of fiduciary services by always working for AAFMAA Members’ best interests.

We are proud to share the mission, vision, and values of AAFMAA, our parent company, consistently building on the Association’s rich history and tradition to provide Members with a source of compassion, trust, and protection. Through AAFMAA’s long-standing legacy and our financial expertise, AWM&T is honored to provide personalized wealth management services to military families across generations.

© 2025 AAFMAA Wealth Management & Trust LLC. Information provided by AAFMAA Wealth Management & Trust LLC is not intended to be tax or legal advice. Nothing contained in this communication should be interpreted as such. We encourage you to seek guidance from your tax or legal advisor. Past performance does not guarantee future results. Investments are not FDIC or SIPC insured, are not deposits, nor are they insured by, issued by, or guaranteed by obligations of any government agency or any bank, and they involve risk including possible loss of principal. No information provided herein is intended as personal investment advice or financial recommendation and should not be interpreted as such. The information provided reflects the general views of AAFMAA Wealth Management and Trust LLC but may not reflect client recommendations, investment strategies, or performance. Current and future financial environments may not reflect those illustrated here. Views of AAFMAA Wealth Management & Trust LLC may change based on new information or considerations.