Eagle Invest

Eagle Invest
Automated portfolio management with a personal touch

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

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.

Getting started with Eagle Invest

  • 1. Tell us about yourself.

    We’ll ask for some basic information to build out your Eagle Invest profile.

  • 2. Set your goals.

    Based on your unique situation, we’ll design portfolios to help reach your goals.

  • 3. Enroll.

    With our online application it’s easy to open and fund your investment accounts.

  • 4. Complete paperwork.

    Electronically sign your paperwork and our team will take it from there.

© 2018 First Republic Bank.

Banking products and services are offered by First Republic Bank, Member FDIC and Equal Housing Lender

First Republic Private Wealth Management includes First Republic Trust Company; First Republic Trust Company of Delaware LLC;
First Republic Investment Management, Inc., an SEC-Registered Investment Advisor; and First Republic Securities Company, LLC, Member FINRA/ SIPC.

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

Insurance Services provided through First Republic Securities Company, DBA Grand Eagle Insurance Services, LLC, CA Insurance License # 0I13184, and First Republic Investment Management, DBA Eagle Private Insurance Services, CA Insurance License # 0K93728.

Eagle Invest is an investment advisory service offered by First Republic Investment Management, Inc., in partnership with FutureAdvisor, Inc. (FutureAdvisor). First Republic Investment Management, FutureAdvisor and Fidelity Investments, Member FINRA/ SIPC, are unaffiliated SEC-registered investment advisors. FutureAdvisor is a registered trademark of BlackRock, Inc. or its subsidiaries in the United States and elsewhere.

Investment, Insurance and Advisory Products and Services, and Foreign Exchange Transactions, are Not FDIC Insured or Insured by Any Federal Government Agency, Not a Deposit, Not Bank Guaranteed and May Lose Value.

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