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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.
Benefits
  • Access to a disciplined investment process that involves average maturity and distribution assessment, sector allocation, security selection and ongoing risk monitoring
  • Access to multiple fixed-income sectors, including Treasuries, agencies, municipals, corporates, asset-backed, mortgage and money market securities.
  • Customized reporting and online access
  • Competitive pricing
Details
  • Customizable taxable and tax-exempt portfolios to meet total return and cash flow objectives
  • Ongoing yield curve analysis and reassessment of investment criteria
  • Duration and risk management
Investment Advisory services are provided by First Republic Investment Management, Inc.

INVESTMENTS AND ADVISORY PRODUCTS ARE: NOT FDIC-INSURED │NOT BANK GUARANTEED │ MAY LOSE VALUE