Brokerage Services
-
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.
-
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.
-
Full Service Brokerage
First Republic Wealth Managers can work with you to put together a customized plan with options designed to meet your investment needs.
-
Online Brokerage Services
Manage assets with ease via desktop or mobile using our Online Brokerage platform.
-
Investment Options
Our brokerage solutions include a number of tools to track, optimize and grow your investment portfolio.
Features
-
Executive and Employee Stock Options
Resources and strategies addressing diversification, concentrated positions and liquidity to plan for the future of yourself and your employees.
Insights & Education
-
Spectrum Newsletter Winter/Spring 2023
Read about opportunities to manage wealth through different means, while navigating turbulent markets with financial well-being as your compass.