Responsible Management of Your Financial Future
Our clients entrust us with the care of their financial future. We understand that every client is unique, from their financial goals to their tolerance of market volatility. We make it our number one priority to tailor an investment program to meet the individual needs of our clients.
Our first and most critical step in working with clients is to develop a clear understanding of their goals, risk tolerance, family situation and income needs. Once we establish the appropriate asset allocation strategy, we will recommend a specific portfolio of investments based on considerable in-house and independent research.
The portfolio will include—as appropriate—equity, fixed income and alternative investments, addressing a client’s desire for capital growth, need for income and their level of risk tolerance. Clients can expect ongoing personal contact with the highly experienced investment professional who manages their portfolio.
We do a lot more than portfolio management for our clients. Through First Republic Bank and its affiliates, we have the ability to provide trust, brokerage, and banking services in an integrated fashion to meet your broader wealth management needs. In fact, you can establish access to all of your financial and investment accounts, including those outside of First Republic, in one online location.
Perhaps most importantly, we realize that life does not remain static. So, we conduct regular portfolio reviews and track, assess, and rebalance portfolios as a client’s life evolves.
This iterative investment process and client-centric approach to investment management is, quite possibly, the commitment that most distinguishes us.
Investments in securities and mutual funds are:
First Republic Investment Management believes the long term ownership of well-managed growth companies produces superior investment results.