Investment Management Services

First Republic Investment Management, an SEC Registered Investment Advisor, offers objective, individualized wealth management solutions. Our portfolio managers deliver customized investment advice to individuals, companies, governmental entities and many nonprofit organizations.
  • 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.

  • 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.

Additional Services
  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • Alternative Investments

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

  • Socially 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.

  • 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.

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