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First Republic Investment Management
First Republic Investment Management provides unique and personalized investment solutions for individuals, families, foundations, endowments and organizations. We understand that every client is unique, from their financial goals to their tolerance of market volatility. We focus on tailoring an investment program to meet the individual needs of our clients. Each client receives a customized investment policy statement, asset allocation strategy and is serviced by a dedicated team of investment professionals.
Our first and most critical step in working with clients is to develop a clear understanding of their goals, risk tolerance, family situation and income needs. Focus is placed on estate, tax, and financial planning considerations. Once we establish the appropriate asset allocation strategy, we will recommend a specific portfolio of investments based on considerable proprietary, fundamental in-house and independent research.
Our investment professionals have an average of 22 years of industry experience. We seek to build long-term, multi-generational relationships with our clients and their families. Perhaps most importantly, we realize that life does not remain static. So, we conduct regular portfolio reviews and track, assess, and rebalance portfolios as a client's life evolves.
| Unless otherwise disclosed, investments through First Republic Wealth Advisors, First Republic Investment Management, and First Republic Securities Company LLC 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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