A Word on Emergency Preparedness
At First Republic Investment Management, we believe strongly in being well prepared. We are committed to delivering extraordinary service and have measures in place to ensure that we can effectively service our clients in the event of the unexpected. Should a significant business disruption such as a power failure, utility outage, natural disaster, or terrorist attack occur, our firm makes every effort to be ready to serve you.
We have adopted and implemented written policies and procedures to address significant business disruptions that we review on a regular basis. All employees receive training on our plans and we test our plans annually to ensure that they are viable, effective, and address immediate client needs. These strategies include procedures for contacting clients, accessing "mission-critical systems", backing up and recovering electronic and paper records, and establishing alternate locations for conducting our business.
In the event of a significant business disruption, our firm will follow the procedures we have created to continue to run our business and serve our clients. Your portfolio manager or client service team will make every effort to contact you. Our communication will include direction on how to best reach us, how to address urgent requests, and indicate if one of our emergency teams in an alternate location will serve you. Emergency teams in New York, San Francisco, Portland, and Santa Barbara are available to back up their colleagues should they need to. We have prepared emergency teams, alternate worksites, data recovery plans, alternate access to key systems, and various methods of client communication.
If you need assistance in the event of an emergency in the area of your local office, you may contact the back up office listed below if no local communication is available:
| Primary Location | Back up Office |
|---|---|
| Portland | New York (800) 775-0604 |
| San Francisco | New York (800) 775-0604 |
| New York | San Francisco (800) 257-4414 |
| Santa Barbara | San Francisco (800) 257-4414 |
| Hawaii | San Francisco (800) 257-4414 |
Contingency plans can not eliminate all risk of service interruption, but we review, assess, and update ours on a regular basis to address all reasonable risk.
If you are unable to reach your regional office in the event of an emergency, please contact one of our other offices. Client service teams in all operating offices will be prepared to assist you.
| Unless otherwise disclosed, investments through First Republic Investment Management are: | ||
|---|---|---|
| NOT FDIC-INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE |
| Special Notice to Non-U.S. Investors |
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| 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. |
First Republic Investment Management believes the long term ownership of well-managed growth companies produces superior investment results.