Balanced Portfolio Management

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.


  • Portfolios designed to meet the specific needs of each client, taking into account risk tolerance, current situation and future life objectives
  • Investment process guided by experienced, accessible portfolio managers who have the know-how to adjust for risk and take a deliberate approach to market opportunities
  • Sound investment decisions based on macroeconomic forecasts, fundamental quantitative and technical analysis


  • Broad array of investment strategies provided across all asset classes, including alternative investments
  • Long-term strategic and short-term tactical asset allocation guidance provided through leadership of an asset allocation committee, chaired by our chief investment officer
  • Proprietary research allows our professionals to select securities and managers for global and domestic equity and fixed income portfolios
  • Full transparency on performance, fees and reporting
  • Customized reporting and online access

Insights & Education

  • 745x390_Alternative_Within_Alternatives

    The Alternative Within Alternatives: Blending Growth with Liquidity

    Bart Zitnitsky, Wealth Manager
    First Republic Investment Management 

    For a wealth manager who is charged with the task of protecting and growing your money, honing in on your goals and objectives is the first step in determining the investment strategy that leads to the all-important asset allocation decision.

  • What to Consider When Choosing an Investment Management Approach

    Chris Merrifield, Wealth Advisor
    First Republic Investment Management 

    Investment management comes in a variety of options. Finding the right service to meet your needs begins with outlining your financial goals and objectives and having a good understanding of your priorities.