First Republic Investment Management
GPTKB entity
Statements (57)
| Predicate | Object |
|---|---|
| gptkbp:instance_of |
gptkb:Investment_Management
|
| gptkbp:acquisition |
Acquired by First Republic Bank in 2010
|
| gptkbp:awards |
Best Wealth Management Firm
Top Financial Advisor |
| gptkbp:client |
Estate Planning
Retirement Planning Tax Planning |
| gptkbp:client_base |
Individuals and Families
|
| gptkbp:community_involvement |
Sponsorships
Volunteer Initiatives Philanthropy Programs |
| gptkbp:customer_feedback |
High Satisfaction Ratings
Long-Term Relationships Positive Testimonials |
| gptkbp:employees |
Over 1,000
|
| gptkbp:expansion |
Service Offerings
Geographic Reach New Office Openings |
| gptkbp:financial_reports |
Annual Reports
Performance Reports Quarterly Reports |
| gptkbp:focus |
Personalized Investment Strategies
|
| gptkbp:founded |
gptkb:1985
|
| gptkbp:founder |
gptkb:Jim_Herbert
|
| gptkbp:has_culture |
Collaborative Environment
Integrity and Trust Client Focused |
| gptkbp:headquarters |
gptkb:San_Francisco,_California
|
| https://www.w3.org/2000/01/rdf-schema#label |
First Republic Investment Management
|
| gptkbp:investment |
gptkb:Bonds
Mutual Funds Stocks Alternative Investments Long-Term Growth ETFs |
| gptkbp:investment_strategy |
gptkb:Risk_Management
Asset Allocation Diversified Portfolios Socially Responsible Investing Tax-Efficient Investing |
| gptkbp:leadership |
Experienced Financial Professionals
|
| gptkbp:mission |
Client-Centric Approach
|
| gptkbp:operates_in |
gptkb:United_States
|
| gptkbp:parent_company |
gptkb:First_Republic_Bank
|
| gptkbp:partnerships |
Various Financial Institutions
|
| gptkbp:regulatory_body |
gptkb:Securities_and_Exchange_Commission
|
| gptkbp:services |
gptkb:Wealth_Management
Financial Planning Investment Advisory |
| gptkbp:target_market |
High-Net-Worth Individuals
|
| gptkbp:technology |
gptkb:customers
Financial Planning Tools Advanced Investment Platforms |
| gptkbp:vision |
To be the premier wealth management firm.
|
| gptkbp:website |
www.firstrepublic.com
|
| gptkbp:bfsParent |
gptkb:First_Republic_Bank
|
| gptkbp:bfsLayer |
5
|