Brokerage Services
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Cash Management
With fixed-income management from First Republic, you get an objective, accessible financial partner who can help you make the decisions that are in your best interest.
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Concentrated Wealth Strategies
First Republic Securities Company, LLC (Member FINRA/SIPC) offers hedging transactions, employee stock options, and corporate selling plans (rule 10b5-1 plans) that allow you a variety of options to diversify your concentrated equity holdings.
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Full Service Brokerage
First Republic Portfolio Managers can work with you to put together a customized plan with options designed to meet your investment needs.
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Self-Directed Brokerage Services
Our online brokerage platform, offered by First Republic Securities Company, is designed to help you manage your assets with ease.
Additional Services
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Endowment Management
First Republic’s Endowment Committee has significant experience working with nonprofit organizations. We work together with your team to meet the organization’s investment goals while navigating the regulatory environment unique to nonprofit organizations.
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Financial Planning
First Republic can conduct a personal financial review to help you evaluate and determine how much you will need to save to achieve your goals.
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Foreign Exchange
At First Republic, our experienced team of foreign exchange professionals helps our clients navigate currency markets.
Features
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Account Features and Protection
First Republic is committed to providing safe and secure access to your accounts and information.
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Executive and Employee Stock Options
Resources and strategies addressing diversification, concentrated positions and liquidity to plan for the future of yourself and your employees.
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Investment Options
Our brokerage solutions include a number of tools to track, optimize and grow your investment portfolio.
BROKERAGE PRODUCTS AND SERVICES ARE: NOT FDIC-INSURED │NOT BANK GUARANTEED │ MAY LOSE VALUE