First Republic Investment Management, a subsidiary of First Republic Bank, was founded on the principles
of unbiased professional investment advice and dedication to their clients. The roots of First Republic
Investment Management, an SEC registered investment advisor, extends 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.
Presently, First Republic Investment Management has AUM of more than $27 billion. Its sole focus is
investment management and the mission is to provide personal, timely, and unbiased investment advice to
our clients. We manage assets for individuals, families, foundations, endowments and other institutions. The
firm is relationship driven and we measure success not by the value of the assets we manage, but by the
number of clients we retain.
First Republic Bank, a leading provider of private banking, private business banking and wealth management
services, has 61 offices. The Bank specializes in delivering personalized relationship-based service through
preferred banking or trust offices in major metropolitan areas: San Francisco, Los Angeles, Santa Barbara,
Newport Beach, San Diego, Portland, Boston, Greenwich and New York City.
First Republic Investment Management provides a wide range of investment advice for our clients. A
primary goal of the firm is to generate steady and attractive long-term returns through all natural economic
and market cycles. Within this framework, we build customized investment strategies to suit each client’s
unique objectives through highly disciplined, diversified portfolios. By building diversified equity portfolios,
and including high quality bonds when appropriate, we strive to provide sound returns over the long term.
The Financial Planner is responsible for the design, implementation and administration of the financial
planning function for First Republic clients and prospects. He or she will be responsible for gathering
assets, addressing individual client needs. The primary responsibilities of the position are to:
The individual is not expected to draft documents or prepare tax returns. The financial plans delivered to
clients should consider the following issues:
He or she will be responsible for ensuring that the level of client service delivered is at the same high level
that First Republic clients have come to expect from their bankers and Investment Professionals.