Investment Management Services

First Republic offers objective, individualized wealth management solutions. Our portfolio managers deliver customized investment advice to individuals, companies, governmental entities and many nonprofit organizations.

Investment Management Services

Balanced Portfolio ManagementFinancial PlanningFixed-Income Management
Personal Financial Services
Foreign Exchange
First Republic’s 401(k) plan management for businesses is a customizable Learn More
401(k) Plan Management
An active asset allocation strategy allows for adjustment in your portfolio Learn More
Active Asset Allocation
Alternative investments provide added diversification to your portfolio Learn More
Alternative Investments
At First Republic Investment Management, we believe strongly in being well prepared. Learn More
Emergency Preparedness
When selecting stock options for your portfolio, First Republic can take into account your preference for socially responsible investing Learn More
Socially Responsible Investing
Tax-sensitive management of portfolios includes tax reviews for capital gain/loss optimization Learn More
Tax Sensitivity
Unless otherwise disclosed, investments through First Republic Investment Management and First Republic Securities Company, LLC are:
NOT FDIC-INSURED │NOT BANK GUARANTEED │ MAY LOSE VALUE
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