Institutional Wealth Management and Consulting Services

For clients offering corporate 401(k) and other participant-directed retirement plans, First Republic offers customized consulting including investment policy guidance, investment management, performance reporting, investment committee guidance and employee education.

For charitable organizations (i.e., endowments) and corporations offering employee pensions, First Republic offers the above services, as well as uniquely specialized solutions to include measurement, adherence and guidance to funded status and spending allocation needs.

Our teams also assist our corporate and organizational clients with overall strategy, fee and service benchmarking, and RFP assistance to ensure efficiency in service and cost.

Many of the services as it relates to corporate retirement plans are provided with First Republic as named fiduciary.