First Republic Investment Management was founded on the principles of unbiased professional investment advice and dedication to our clients. The roots of First Republic Investment Management, an SEC registered investment advisor, extend over 80 years. In June 2007 Trainer, Wortham & Company and Starbuck, Tisdale & Associates, both formerly wholly owned subsidiaries of First Republic Bank, united to form First Republic Investment Management. Our sole focus is investment management and we have always provided personal, timely, and unbiased investment advice to our clients. We manage assets for individuals, families, foundations, endowments, and other institutions. We measure our success not by the value of the assets we manage, but by the number of clients we retain.
Our clients look to us for professional, experienced, and fundamentally sound investment strategies. We approach our clients’ investments with the same level of care as we do our own.
We never forget that our success is based on the satisfaction of our clients.
Products and services offered by First Republic Investment Management are not insured by the Federal Deposit Insurance Corporation or any other government agency, are not guaranteed by First Republic Bank or any other bank, and may result in the loss of the principal amount invested.