First Republic Investment Management, Inc.
First Republic Investment Management, Inc. is a privately owned family office. The firm also provides trust services, brokerage services, and banking services to its clients. It provides its services to high net worth individuals, families, pooled investment vehicles, pension and profit sharing plans, charitable organizations, state or municipal government entities, foundations, and endowments. The firm manages separate client-focused equity, fixed income, and balanced portfolios. It invests in the public equity and fixed income markets of the United States. The firm also invests in the alternative investments markets. It employs a fundamental analysis with a bottom-up stock picking approach to construct its equity portfolios. For its fixed income investments, the firm typically invests in high quality securities, treasuries, mortgage or asset back securities, and investment grade corporate bonds along with municipal bonds and other tax-advantaged vehicles. It conducts in-house research while making investments. First Republic Investment Management, Inc. was founded in 1924 and is based in Los Angeles, California with additional offices in San Francisco, California, Palo Alto, California, Walnut Creek, California, Santa Barbara, California, Los Angeles, California, Newport Beach, California, New York, New York, Portland, Oregon, Seattle, Washington and Honolulu, Hawaii. First Republic Investment Management, Inc. operates as a subsidiary of First Republic Bank (NYSE:FRC)
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at
support@teaserclub.com. Your feedback is most welcome.