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First Republic Investment Management
First Republic Investment Management would like to define a customized investment plan that specifically meets your needs. We take a personalized approach to your investments. No "one size fits all" solutions. We consider your current holdings, your lifestyle, your individual goals and your financial risk profile, and then develop an investment plan that specifically addresses your needs.
Our roots extend over 80 years. Our sole focus is investment management and we have always provided personal, timely, and unbiased investment advice to our clients. We manage assets for individuals, families, foundations, endowments, and other institutions. We measure our success, however, not by the value of the assets we manage, but by the number of clients we retain.
At First Republic Investment Management, our number one priority is to tailor an investment program that meets the individual needs of our clients.
We start with an asset allocation strategy that reflects a client's total investment position and income requirements. Once a strategy is established, we will recommend a specific portfolio of investments based on considerable in-house and independent research. The portfolio will include — as appropriate — equity, fixed income and alternative investments, addressing a client's desire for capital growth, need for income and their level of risk tolerance.
We believe in several core principles:
- Fiduciary Responsibility. We will treat your money with the same care and prudence that we would treat our own.
- Confidentiality. We will protect the confidentiality of your financial information and not share it with anyone unless instructed by you.
- Objectivity. We have an allegiance to you and not to any company, product or service.
- Professional Service. Your dedicated Portfolio Manager and client service team will provide highly responsive, hands-on attention to your financial needs.
- Performance. Our goal is to provide a customized investment solution that provides you with attractive and competitive long-term performance.
- Continuity. We are committed to creating an organization and environment that continues the relationship through multiple generations of your family.
To learn more about First Republic Investment Management, please visit our website at www.firstrepublicinvestmentmanagement.com or call one of our offices.
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- New York Office
(800) 775-0604 - Greenwich Office
(203) 422-0818 - Santa Barbara Office
(805) 963-5963 - Los Angeles Office
(877) 743-7777 - San Francisco Office
(800) 257-4414
- New York Office
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- Palo Alto Office
(888) 775-0605 - Walnut Creek Office
(925) 952-8350 - Portland Office
(888) 848-3680 - Seattle Office
(206) 624-8886 - Honolulu Office
(866) 524-4477
- Palo Alto Office
| Investments in securities and mutual funds are: | ||
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| NOT FDIC-INSURED |
NOT BANK GUARANTEED |
MAY LOSE VALUE |
| Special Notice to Non-U.S. Investors |
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| Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful. |
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