Investments

Portfolios created to address individual goals and needs. We listen first to take into account your individual objectives, investment timeline and tolerance for risk. Our seasoned professionals will then work with you to develop a customized strategy to meet your unique needs.

  • 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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  • Full-Service Brokerage

    First Republic Portfolio Managers can work with you to put together a customized plan with options designed to meet your investment needs.
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Our Relationship Managers are ready to tailor financial solutions to suit your individual needs.

Investments through First Republic Investment Management and First Republic Securities Company, LLC are:

NOT FDIC-INSURED │NOT BANK GUARANTEED │ MAY LOSE VALUE
Special Notice to Non-U.S. Investors: Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.

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© 2016 First Republic Bank. All rights reserved.

Deposit and loan products are offered by First Republic Bank, Member FDIC and Equal Housing Lender

First Republic Private Wealth Management includes First Republic Trust Company; First Republic Trust Company of Delaware LLC;
First Republic Investment Management Inc., an SEC Registered Investment Advisor; and First Republic Securities Company, LLC, Member FINRA/ SIPC.

*Brokerage services offered by First Republic Securities Company, LLC. Investment performance may vary by client.

Investment, Insurance and Advisory Products and Services are Not FDIC Insured, Not Guaranteed and May Lose Value.