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First Republic Wealth Advisory Platform
About First Republic Wealth Advisory Platform
The First Republic Wealth Advisory Platform is an investment platform offered by First Republic Wealth Advisors. Investing on the First Republic Wealth Advisory Platform begins with a discussion of the client's financial goals and objectives. First Republic Wealth Advisors conduct an analysis of the client's current financial situation and objectives and determine an appropriate investment strategy. This strategy is based on an asset allocation determination that has the greatest likelihood of the client reaching their goals.
Once an appropriate asset allocation is determined, we select leading money managers and mutual funds for each asset class. The selection of the money managers and mutual funds is based on rigorous analysis of historical results and performance. Client portfolios are rebalanced on a regular basis and money manager/mutual fund performance is continually assessed to ensure the client is moving in the right direction to meet their goals. The transparent nature of the quarterly reporting provides a clear picture of performance and the benefits of diversification.
Philosophy
At First Republic, we believe that clients should have access to the best money managers in the industry. The First Republic Wealth Advisory Platform provides unbiased research that enables First Republic Wealth Advisors to create a well diversified portfolio for clients based on customized asset allocation analysis and objective money manager selection.
Client Objectives
The First Republic Wealth Advisory Platform is a valuable offering for clients seeking well-balanced diversification among multiple asset classes. The performance driven manager selection process and ongoing manager due diligence give our clients confidence that the management of their money is being conducted by historically strong performing managers that fit the client's profile.
Client Service
First Republic Wealth Advisory Platform clients receive in-depth performance reporting on a quarterly basis. The reports use clear visuals to illustrate key data points such as return on investment net of fees, individual manager performance against the index and comparable managers, and unrealized gains and losses. In addition, First Republic Wealth Advisory Platform clients have regular meetings with their First Republic Wealth Advisor to review their portfolio and discuss any events that may require a shift in investment strategy.
| 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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