J.P. Morgan Wealth Management

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Operational for more than 80 years, First Republic Investment Management is an investment advising company. It manages assets for individuals, families, foundations, endowments and institutions. The company offers trust, brokerage and banking services. First Republic Investment Management manages fixed-income portfolios and develops investment guidelines. The company also manages portfolios by utilizing municipal bonds and tax-advantaged vehicles. It offers a balanced portfolio strategy that features a blend of equity and fixed-income instruments and provides protection during market declines and corrections. The company s fixed-income portion consists of a combination of treasuries, mortgage- and asset-backed securities and investment-grade corporate bonds. First Republic Investment Management maintains a presence in New York City.