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Investment Management Services

First Republic Investment Management, an SEC Registered Investment Advisor, offers objective, individualized wealth management solutions. Our wealth managers deliver customized investment advice to individuals, companies, governmental entities and many nonprofit organizations.
  • First Republic offers a clear solution, with critical evaluation from experienced investment professionals who will set you on a path toward meeting your individual wealth management goals.

  • With fixed-income management from First Republic, you get an objective, accessible financial partner who can help you make the decisions that are in your best interest.

  • Eagle Invest by First Republic is an automated, online investment management service, with our signature personal touch. We manage all of your investments for you, employing a long-term strategy to help you achieve your retirement goals.

Additional Services

  • First Republic’s Endowment Committee has significant experience working with nonprofit organizations. We work together with your team to meet the organization’s investment goals while navigating the regulatory environment unique to nonprofit organizations.

  • First Republic can conduct a personal financial review to help you evaluate and determine how much you will need to save to achieve your goals.

  • The experienced team at First Republic helps clients navigate currency markets and designs strategies to manage exchange rate risk, offering complete foreign exchange capabilities as well as customized solutions tailored to meet your specific objectives.


  • First Republic’s 401(k) plan management for businesses is a customizable, cost-effective option to manage the retirement needs of your employees.

  • An active asset allocation strategy allows for adjustment in your portfolio based on current conditions, helping to lessen your exposure to market declines and better protect your capital.

  • Alternative investments provide added diversification to your portfolio of traditional investments.

  • What matters to you, matters to us. At First Republic we can help you design a portfolio to align your investments with your values.

  • Tax-sensitive management of portfolios includes tax reviews for capital gain/loss optimization, detailed capital gain/loss reporting, tax-deferred or taxable account investment placement, and withdrawal optimization.

Investment Advisory services are provided by First Republic Investment Management, Inc.