Eagle Invest

Eagle Invest
Automated portfolio management with a personal touch

Discover how Eagle Invest can help get you closer to your financial goals.

For Illustrative Purposes Only. Not indicative of an actual investment account.

Peace of mind

Get the best of both worlds — an automated platform and high-touch service — without compromising.

A sophisticated algorithm

Take advantage of a powerful trading algorithm that dynamically manages your funds.

Personal service

Connect with our team of Eagle Invest Advisors so you always have help when you need it.

The power of compounding

Use these tools to examine the impact of your financial contributions and review your unique allocation breakdown compared to investors without professional management.

At age
Projected Portfolio
Cash
Age
Projected Portfolio
Cash

Projected Portfolio

Average -year-old's portfolio

  • Investment window
    1899
  • Initial investment
    $5000$1000000
  • Recurring investment
    $0$5000
    /mo.
  • Risk tolerance ?
Hypothetical example for illustrative purposes only.

The graph above is for illustrative purposes only and shows the hypothetical growth of an initial investment with compounding interest compared to a cash investor. The compounding portfolio assumes an annual return of 5.5%, based on First Republic Investment Management's Capital Market Assumptions (CMA), and both may include ongoing contributions, as determined by the “recurring investment” option. The compounding portfolio assumes a 0.40% annual management fee and active, daily management including tax loss harvesting and tax-efficient asset placement. The compounding portfolio assumes First Republic Investment Management’s Strategic Moderate Growth allocation which consists of 20% investment grade bonds, 54.4% U.S. large capitalization equities, 5.6% U.S. small capitalization equities, 13.6% international developed market equities, 6.4% emerging market equities. Diversification and asset allocation do not guarantee profit or protect against loss.

Important Disclosures regarding Capital Market Assumptions

Risk: The projections generated by our CMA regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk associated with actual trading. Therefore, the back-tested results may not reflect the impact that material economic and market factors might have had on the portfolio manager’s decision-making if the portfolio manager was actually selecting the managers for a client’s assets in the time period represented. Assumptions: Our CMAs are developed using different methodologies and multiple internal and external data sources, and each of these inputs rely on numerous quantitative and qualitative assumptions.

The quantitative assumptions are derived from various formulations utilizing historical data typically going back approximately 30 years. The qualitative assumptions are forward-looking and developed using expert judgement. The overarching assumption is that the economic landscape over the long term will revert to “normal” market conditions, i.e.;

• Domestic and international Inflation and economic growth (GDP) rates will stabilize and follow an assumed path then reach long-term terminal rates
• The treasury yield curve will shift and assume a normalized upward sloping shape over an assumed path during the subsequent years
• Price multiples and various other valuation matrixes will mean-revert to a normalized long-term state
• For each asset class, we assume the return expectation is a combination of the risk-free rate of return plus risk premiums unique to that asset class

It is important to note that the economic and fundamental assumptions are applicable to only half of the weight in our CMAs. The other half comes from a pure quantitative approach (i.e., reverse-optimization framework, bootstrapping simulations etc. ) and from external sources who developed their CMAs using their own assumptions (i.e. Market consensus views).

Limitations: Future returns may behave differently from the historical patterns captured in the distribution of returns generated by our models. Our models may be underestimating extreme scenarios that were unobserved in the historical data on which the models are based. One of the limitations of hypothetical performance results is that they are prepared with the benefit of hindsight. There are numerous other factors related to the markets in general or to the implementation of any specific trading strategy which cannot be fully accounted for in the preparation of hypothetical performance and all of which can adversely affect actual trading results.

The investment products and financial strategies suggested herein are subject to investment risk, including possible loss of principal amount invested. There can be no guarantee the suggested strategies or investments will lead to successful outcomes and clients may experience different results. Investment decisions should be based on each individual’s goals, time horizon and tolerance for risk.

First Republic Private Wealth Management encompasses First Republic Investment Management, Inc., an SEC-registered Investment Advisor, First Republic Securities Company, LLC, Member FINRA/SIPC, First Republic Trust Company, First Republic Trust Company of Delaware LLC and First Republic Trust Company of Wyoming LLC. First Republic Investment Management, Inc. does not provide tax or legal advice and is not affiliated with Pershing, LLC.

SigFig Wealth Management, LLC (SigFig) serves in a sub-advisory role and is an SEC-registered investment adviser and a subsidiary of Nvest, Inc. SigFig is not affiliated with First Republic Private Wealth Management or any of its affiliates, nor is it affiliated with Pershing, LLC. For more information, please visit SigFig. {hyperlink to SigFig's privacy policy OR} see SigFig's privacy policy on their public website.

The strategies in this document will often have tax and legal consequences. It is important to note that First Republic does not provide tax or legal advice. This information is provided to you as is, is not legal advice, is governed by our Terms and Conditions of Use, and we are not acting as your attorney or tax advisor. We make no claims, promises or guarantees about the accuracy, completeness, or adequacy of the information herein. Clients’ tax and legal affairs are their own responsibility. Clients should consult their own attorneys or tax advisors in order to understand the tax and legal consequences of any strategies mentioned herein.
The graph above is for illustrative purposes only and shows the hypothetical growth of either a Conservative, Moderate or Aggressive growth investment portfolio. The three allocations assume an annual return of 5.0%, 6.5% and 8.0% respectively. The projected portfolio assumes a 0.40% annual management fee and active, daily management including tax loss harvesting and tax efficient asset placement. We consider the added value of these tax strategies to be equivalent to a 0.42% and 0.10% return respectively. The estimates are based on market data and academic studies compiled by our partner company, FutureAdvisor. Cash is assumed to earn 1.00% annual percentage yield with annual contributions of $5,000 per year.

Hypothetical returns are based on an assumption of a steady rate of return and a continual rate of investment over a period of time, and are not based on any specific investment or group of investments. Market volatility will affect the rates of return, as well as an investor’s ability to invest over periods of market downturns, therefore affecting eventual outcomes. All investments contain risk and may lose value.

Getting started with Eagle Invest is as easy as 1-2-3.

  • 1. Tell us about you and your goals.

    We’ll ask for some basic information to build out your program and design portfolios to help you reach your goals.

  • 2. Enroll.

    It’s easy to open and fund your investment accounts by filling out the online application.

  • 3. Sign your paperwork.

    Electronically sign your paperwork and we’ll take it from there.

Eagle Invest is an investment advisory service offered by First Republic Investment Management, Inc., and sub-advised by SigFig Wealth Management, LLC (“SigFig”). First Republic Investment Management and SigFig are unaffiliated SEC-registered investment advisors.

Products and services made available through SigFig are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of the principal amount invested. Historical performance is not a guarantee of future returns.

*Brokerage services offered by First Republic Securities Company, LLC. Investment performance may vary by client.

Eagle Invest is an investment advisory service offered by First Republic Investment Management, Inc., sub-advised by SigFig Wealth Management, LLC (SigFig). First Republic Investment Management, SigFig and Pershing, LLC, Member FINRA/SIPC, are unaffiliated SEC-registered investment advisors. Investment advisory services are offered through First Republic Investment Management Inc., an SEC-registered investment advisor and a wholly-owned subsidiary of First Republic Bank.
 
SigFig serves in a sub-advisory role and is an SEC-registered investment adviser and a subsidiary of Nvest, Inc. SigFig is not affiliated with First Republic Investment Management or any of its affiliates, nor is it affiliated with Pershing, LLC. For more information, please visit SigFig. 

$5,000 minimum investment required.

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Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC.

Equal Housing Opportunity

Investing involves market risk, including possible loss of principal, and there is no guarantee that investment objectives will be achieved. Past performance is not a guarantee of future results.

First Republic Private Wealth Management encompasses First Republic Investment Management, Inc., an SEC-registered Investment Advisor, First Republic Securities Company, LLC, Member FINRA / SIPC, First Republic Trust Company of Delaware LLC and First Republic Trust Company of Wyoming LLC, which are affiliated companies under the common control of JPMorgan Chase & Co.

Investment Advisory services are provided by First Republic Investment Management, Inc. Trust and Fiduciary services are offered through JPMorgan Chase Bank, N.A.; and First Republic Trust Company of Delaware LLC and First Republic Trust Company of Wyoming LLC, both wholly owned subsidiaries of JPMorgan Chase Bank, N.A. Brokerage services are offered through First Republic Securities Company, LLC, Member FINRA/SIPC. Insurance services are provided through First Republic Securities Company, DBA Grand Eagle Insurance Services, LLC, CA Insurance License #0I13184.

INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED
• NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
• NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES
• SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED



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