Private Wealth Management Featured Services

Private Wealth Management Featured Services
  • Agency Discount Notes

    Agency discount notes are available through First Republic Securities Company as a short-term investment option issued by federal agencies, offering government guarantees or sponsorship and often a higher return than Treasuries of comparable maturity.

  • Brokerage CDs

    First Republic Securities Company offers Brokerage CDs that allow you to invest amounts up to $50 million — with the funds placed in CDs issued by other members of a bank network in increments under $250,000, making the full amount eligible for FDIC insurance while offering the ease of one interest rate per maturity and one regular statement.

  • Corporate Bonds

    If you are seeking a higher return than government-backed securities, First Republic Securities Company can assist you with corporate bonds, which are offered at a wide range of ratings and yields, often paying higher rates than treasury, agency or municipal bonds but also posing greater risk.

  • Equities

    First Republic Securities Company offers assistance with stocks, analysis and research to help meet your investment needs.

  • Mutual Funds

    A wide range of mutual funds from a number of different mutual fund families are offered by First Republic Securities Company to help meet your investment needs. We do not have an obligation to invest in specific products. Clients come first, not products.

  • 529 Plans

    529 plans offer a tax-advantaged way to save for higher education as long as the assets are used for qualified expenses. First Republic Securities Company can help you find the best plan to meet your needs.

  • Investment Consulting Services

    First Republic Securities Company’s Investment Consultants can help meet your financial needs by offering access to numerous investment options, offering personalized guidance, assisting with the development of customized investment strategies and providing dedicated customer service.