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Services
The roots of First Republic's investment management services date back to 1924. In fact, some of our clients have been with us for decades. We develop strong, long-term relationships and strive to deliver a level of service that encourages our clients to continue to refer us to their friends, colleagues and family members.
Our clients look to us for sound investment advice. We take the time to fully understand each client's financial picture, including their:
- Existing assets and liabilities
- Current portfolio and investment goals
- Risk tolerance
- Time horizon
- Unique investment needs
Only when we have a clear and thorough view of our client's situation do we recommend a solution to meet their needs.
We provide a core set of customized services to meet your objectives. Our services include:
- Investment Management Services
- First
Republic Wealth Advisory Platform
(offered by First Republic Wealth Advisors) - First Republic Investment Management
- First
Republic Wealth Advisory Platform
- Brokerage Services (First Republic Securities)
- Wealth Planning ( First Republic Wealth Advisors)
- Trust Services (First Republic Trust Company)
- Accounting Management Services (First Republic Personal Financial Services)
Each client is offered an analysis of their existing wealth management strategy in conjunction with our recommended, customized solution.
| Investments in securities and mutual funds are: | ||
|---|---|---|
| NOT FDIC-INSURED |
NOT BANK GUARANTEED |
MAY LOSE VALUE |
| Special Notice to Non-U.S. Investors |
|---|
| 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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