Eagle Invest Locations Also Find Us on: Locations Contact Us SECURE SIGN IN Personal Business Private Wealth Management Articles & Insights About Us Search first republic website content Eagle Invest Automated portfolio management with a personal touch Discover how Eagle Invest can help get you closer to your financial goals. Get Started Log In Peace of mind Get the best of both worlds — an automated platform and high-touch service — without compromising. A sophisticated algorithm Take advantage of a powerful trading algorithm that dynamically manages your funds. Personal service Connect with our team of Eagle Invest Advisors so you always have help when you need it. Analyze Your Investments Use these tools to examine the impact of your financial contributions and to review your unique allocation breakdown compared to investors without professional management. Examine your impact Review your allocation Age Projected Portfolio Cash $000,000,000 start now $000,000,000 start in 5 years $000,000,000 start in 10 years Investment window 18 99 from age to Initial investment $5,000 $1,000,000 Recurring investment $0 $5,000 /mo. The graph above is for illustrative purposes only and shows the hypothetical growth of an initial $100,000 investment with professional management compared to an average investor. Both investments assume an annual return of 6.0% with no additional savings. The professionally managed portfolio assumes a 0.40% annual management fee and active, daily management including tax loss harvesting and tax efficient asset placement. Diversification and asset allocation do not guarantee profit or protect against loss. The target portfolio displayed is provided for illustrative purposes only and is not indicative of any particular investment recommendation and is based on your present age, stated risk tolerance, and an expected retirement age of 65. The ‘average portfolio’ displayed is based on aggregate diversification data for the non-managed accounts of our partner company, FutureAdvisor, and assumes an average 1.00% cost, either via fund expenses or trading fees, and no tax efficiency strategies. Data is based on clients who linked their accounts to FutureAdvisor’s retail site between December 1, 2014 and December 1, 2015, accessed their account at least two times, did not manually report assets in excess of $10,000,000, did not manually report annual income in excess of $999,999, and at no time had their accounts managed by Eagle Invest or FutureAdvisor. Getting started with Eagle Invest 1. Tell us about yourself. We’ll ask for some basic information to build out your Eagle Invest profile. 2. Set your goals. Based on your unique situation, we’ll design portfolios to help reach your goals. 3. Enroll. With our online application it’s easy to open and fund your investment accounts. 4. Complete paperwork. Electronically sign your paperwork and our team will take it from there. Get Started FAQ Explore our frequently asked questions to get a better sense of what you can expect from our platform. How it works Watch the video to see how the Eagle Invest platform can support your investment goals. Getting Started Learn more about what you can expect after you sign up, including your complimentary portfolio analysis. Featured Content Hear from our advisors regarding various financial topics, such as how to optimize savings, funding retirement and more. Contact Us Locations Client Support Directory Have Us Contact You Send Feedback More Careers FDIC Information Mortgage Payment Issues Vendor Information Also Find Us on: © 1997 - 2021 First Republic Bank. Banking products and services are offered by First Republic Bank, Member FDIC and Equal Housing Lender First Republic Private Wealth Management includes First Republic Trust Company; First Republic Trust Company of Delaware LLC; First Republic Investment Management, Inc., an SEC-Registered Investment Advisor; and First Republic Securities Company, LLC, Member FINRA/ SIPC. *Brokerage services offered by First Republic Securities Company, LLC. Investment performance may vary by client. Insurance Services provided through First Republic Securities Company, DBA Grand Eagle Insurance Services, LLC, CA Insurance License # 0I13184, and First Republic Investment Management, DBA Eagle Private Insurance Services, CA Insurance License # 0K93728. Eagle Invest is an investment advisory service offered by First Republic Investment Management, Inc., sub-advised by FutureAdvisor, Inc. (FutureAdvisor). First Republic Investment Management, FutureAdvisor and Fidelity Investments, Member FINRA/SIPC, are unaffiliated SEC-registered investment advisors. FutureAdvisor is a registered trademark of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. $5,000 minimum investment required. Investment, Insurance and Advisory Products and Services, and Foreign Exchange Transactions, are Not FDIC Insured or Insured by Any Federal Government Agency, Not a Deposit, Not Bank Guaranteed and May Lose Value.