Eagle Invest

Eagle Invest
Automated portfolio management with a personal touch

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

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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.

Analyze Your Investments

Use these tools to examine the impact of your financial contributions and to 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 ?
    Conservative
    Moderate
    Aggressive
The graph above is for illustrative purposes only and shows the hypothetical growth of an initial $100,000 investment with professional management compared to an average investor. Both investments assume an annual return of 6.0% with no additional savings. The professionally managed portfolio assumes a 0.40% annual management fee and active, daily management including tax loss harvesting and tax efficient asset placement. Diversification and asset allocation do not guarantee profit or protect against loss. The target portfolio displayed is provided for illustrative purposes only and is not indicative of any particular investment recommendation and is based on your present age, stated risk tolerance, and an expected retirement age of 65. The ‘average portfolio’ displayed is based on aggregate diversification data for the non-managed accounts of our partner company, FutureAdvisor, and assumes an average 1.00% cost, either via fund expenses or trading fees, and no tax efficiency strategies. Data is based on clients who linked their accounts to FutureAdvisor’s retail site between December 1, 2014 and December 1, 2015, accessed their account at least two times, did not manually report assets in excess of $10,000,000, did not manually report annual income in excess of $999,999, and at no time had their accounts managed by Eagle Invest or FutureAdvisor.
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

  • 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.

Get Started
FAQ

Explore our frequently asked questions to get a better sense of what you can expect from our platform.
How it works

Watch the video to see how the Eagle Invest platform can support your investment goals.
Getting Started

Learn more about what you can expect after you sign up, including your complimentary portfolio analysis.
Featured Content

Hear from our advisors regarding various financial topics, such as how to optimize savings, funding retirement and more.


 

1The first graph above is for illustrative purposes only and shows the hypothetical growth of an initial $100,000 investment with professional management compared to an average investor. Both investments assume an annual return of 6.0% with no additional savings. The professionally managed portfolio assumes a 0.40% annual management fee and active, daily management including tax loss harvesting and tax efficient asset placement. Diversification and asset allocation do not guarantee profit or protect against loss. The target portfolio displayed is provided for illustrative purposes only and is not indicative of any particular investment recommendation and is based on your present age, stated risk tolerance, and an expected retirement age of 65. The ‘average portfolio’ displayed is based on aggregate diversification data for the non-managed accounts of our partner company, FutureAdvisor, and assumes an average 1.00% cost, either via fund expenses or trading fees, and no tax efficiency strategies. Data is based on clients who linked their accounts to FutureAdvisor’s retail site between December 1, 2014 and December 1, 2015, accessed their account at least two times, did not manually report assets in excess of $10,000,000, did not manually report annual income in excess of $999,999, and at no time had their accounts managed by Eagle Invest or FutureAdvisor.

2The second 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.

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© 2019 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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