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Empowering Military Support Organizations

with OCIO Financial Excellence

Welcome to AAFMAA Wealth Management & Trust LLC (AWM&T)
As a military support organization, you face unique challenges in fulfilling your vital mission. You deserve Outsourced Chief Investment Officer (OCIO) solutions from an organization exclusively serving the military community. At AAFMAA Wealth Management & Trust LLC (AWM&T), we proudly understand the needs of those who serve and are honored to offer tailored investment strategies designed to support and enhance your organization's goals.
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You have a mission and outsourcing your military support nonprofit's INVESTMENT function to AWM&T frees up your resources to focus on core business activities.  

Like you, we share a passion for members of the U.S. Armed Forces and their families. As a result, AWM&T possesses an unparalleled understanding of military support organizations' financial needs and objectives.

The AWM&T OCIO Experience:

Our team will work closely with you to develop investment strategies aligned with your mission and objectives. From there, you will benefit from a long-term relationship based on trust, integrity, and transparency. Count on AWM&T to be your dedicated fiduciary in achieving financial excellence.
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Focus On Your Mission
When you leave the investment decisions to AWM&T, we’ll focus on asset allocation, portfolio management, and risk management, so you can focus on core business functions.
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Experience a Broad Range of Investment Options
Receive access to more investment options than you could access alone. Your investment portfolios will be tailored to your needs and objectives and our staff will become a valued extension of your team.
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Improve Governance and Risk Management Practices
As a Trust Company, our focus and loyalty is to you and your organization's success. AWM&T will ensure your investments are managed in accordance with your organization's policies and procedures, risk level, and goals, all while advising you along the way.
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Maintain Ultimate Control Over Investment Decisions and Management
AWM&T’s OCIO service will adhere to your Investment Policy Statement (IPS). This will establish a clear understanding of the investment objective, goals, and guidelines, providing a framework for investment decisions to provide a basis for reporting and performance measurement. Those decisions will be commensurate with your risk tolerance, governing instruments, strategic asset allocation, liquidity requirements, asset restrictions, and other constraints.
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Benefit From Competitive Rates
When you choose AWM&T’s OCIO service, you’ll receive highly competitive rates for customized investment services.
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Minimize Potential Conflicts of Interest
AWM&T does not sell any proprietary investment products. As a regulated fiduciary trust company, we invest for you as if we were you, loyally making investment decisions in your best interest.
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Team Up with Like-minded Professionals
We only work with select organizations that share our vision of service to the American Armed Forces community. We have an innate understanding of your needs and only serve organizations like yours and ours.

Our Proven

Process
Step
01
Connect

Goal:
Demonstrate WHO we are, WHO you are, and determine if a mutual fit exists.

Who is AWM&T?
Our Purpose.
Our Process.
Our Differentiators.

How can we help? Identify initial financial concern(s).

Step
02
Discover

Goal:
Conduct a financial assessment to determine precisely WHAT is needed.

Gather all pertinent financial data.

Clarify Needs/Wants/Goals.

Step
03
Solve

Goal:
Demonstrate WHY you should consider change and HOW we would assist.

Revisit objectives.

Present our plan/recommendations.

Step
04
Implement

Goal:
Finalize and sign
all agreements, transfer assets,
and invest as planned.

Step
05
Review & Adjust

Goal:
Maintain and grow our relationship by adding value over the long term.

 

HOW DO WE BECOME A CLIENT OF AWM&T?

Let AWM&T help you navigate the complexities of investment management so you can focus on making a meaningful impact in the lives of those you serve.

Once you decide to work with AWM&T, we'll discuss your mission, organization, and investment policies; and we'll review key organizational documents, financial and investment account statements, and other material to help us truly understand your organization.

Your Investment Policy Statement will become the foundation of our Investment Management Agreement. Your investments will be managed in strict compliance with your policies, and you'll experience improved investment risk management and governance.

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©2024 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.

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