Investment Management Services
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Balanced Portfolio Management
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.
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Fixed Income Management
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.
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Eagle Invest
Automated portfolio management with a personal touch. We manage your investments for you while employing a strategy to help achieve your financial goals. Eagle Invest
Insights & Education
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Spectrum Newsletter Winter/Spring 2023
Read about opportunities to manage wealth through different means, while navigating turbulent markets with financial well-being as your compass.
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Year-End Planning, A Suite of Resources
An ideal time to revisit your goals and set up a wealth plan for the upcoming year.
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Annual Exclusion Gifts: A Simple Way to Transfer Wealth
Gifting during your lifetime can be an effective estate planning strategy with multiple benefits.
Additional Services
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Endowment Management
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.
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Financial Planning
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.
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Foreign Exchange
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.
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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.
Features
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401k Plan Management
First Republic’s 401(k) plan management for businesses is a customizable, cost-effective option to manage the retirement needs of your employees.
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Active Asset Allocation
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.
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Alternative Investments
Alternative investments provide added diversification to your portfolio of traditional investments.
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Sustainable and Responsible Investing
What matters to you, matters to us. At First Republic we can help you design a portfolio to align your investments with your values.
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Tax Sensitivity
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.