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