We are held to a fiduciary standard that requires us to place your interests ahead of our own.
Tired of working with an investment firm that does not share your values? If you are a God fearing, liberty loving, Conservative American, you have come to the right place.
As an independent wealth management firm, we can prioritize you, not branded investment products.
How much risk are you willing and able to take with your investments? Incorporating both behavioral and personal finance we work with you to arrive at an actionable answer.
Growth Stocks or Value Stocks? Government Bonds or Corporate Bonds? We design an asset allocation customized for you and your investment goals.
Tax loss harvesting, Short-to-Long term gains deferrals, tax sensitive transitions, tax loss harvesting, all based on your individual tax rate.
Why invest through ETFs or mutual funds when you can hold the underlying stocks directly in your own account, allowing for customized security and sector restrictions. We offer Direct Indexing for the S&P 500 and the S&P 1000.
We monitor your portfolio daily to ensure your portfolio does not drift too far from your target allocations. When necessary we adjust holdings to bring your portfolio back in line.
Proxy VotingUnlike other financial firms, we handle the proxy voting of your shares to ensure your values are being represented in Corporate Boardrooms.
As a shareholder you are entitled to vote on corporate matters, such as Board of Director elections and shareholder proposals. Unlike other financial firms, we provide Proxy Voting services on behalf of our clients so that they can be confident their investments, values, and beliefs are being represented in Corporate America.
Step 1Quick chat to answer any questions you have and determine if we are a good fit for each other.
Step 2The purpose of the discovery meeting is to determine what your goals are. Are you saving for a home, for retirement, or looking to build long-term wealth?
Once your goal is defined we then work with you to answer two questions: What is your ability to take financial risk? & What is your willingness to take investment risk?
Step 3Incorporating your goals and your risk profile we determined in your discovery meeting, we construct an investment portfolio designed for you. Where appropriate we cut out mutual fund & ETF's and invest your account directly in individual stocks, giving you more control
.
Step 4Managing an investment portfolio is an ongoing process. Financial markets, the economy, regulations, and your personal life are in a constant state of flux. Monitoring for the impacts these changes can have on your portfolio is critical. When events warrant, we make adjustments to your portfolio, to ensure you are still on track.
Clients can have their accounts and investments held at either Interactive Brokers Inc. or Charles Schwab.
assets under management |
rate |
|---|---|
| $0 - $250,000 | 0.99% |
| $250,001 - $1,000,000 | 0.79% |
| $1,000,001 & Up | 0.59% |
Still believing in the Protestant Work Ethic of diligent work, discipline & frugality, you're looking to the future. Whether through consistently saving a portion of every paycheck or building a business through sweat equity, your net worth has grown, and with it the complexity and time required to manage it.
However, between firms pushing high commission financial products and "woke" investment strategies, you have struggled to find an investment firm that understands you and shares your values.
Welcome to The Republic Capital Management. Its time to do more with the wealth you've earned.
The Republic Capital Management LLC is a fiduciary, fee-only independent Registered Investment Adviser (RIA) located in Austin, Texas. Founded in 2019, we provide innovative wealth management solutions to conservative and liberty minded Americans.
We believe in offering honest and reliable services to you by working directly with you to build an investment portfolio that meets your unique investment needs while ensuring your ownership interests in public corporations are represented with your values. We want you to view yourself not just as investor, but as business owner.
Joshua Young is the Founder and President of The Republic Capital Management LLC. Prior to founding the firm, Mr. Young accumulated 14 years of experience in the investment management industry in Boston Massachusetts working for firms across the financial landscape: custodian banks, asset managers, endowments, and hedge funds.
Mr. Young received a degree in Economics from the University of New Hampshire and a Master of Science in Investment Management from Boston University. He earned the Chartered Alternative Investment Analyst (CAIA) designation in 2012 and became Chartered Financial Analyst (CFA) Charter holder in 2014. He currently sits on the Board of Directors of the Southwest Public Policy Institute and is a member of the Austin chapter of the Liberty Leadership Council.
When Mr. Young is not helping his clients with their investments, he enjoys reading history, golfing, and trying new breweries.
He currently resides in Georgetown Texas with his wife.
Not ready to schedule a call but have a few questions? Use the form below to submit them and we will respond via email within one business day.
Have lots of questions? Feel free to schedule a complementary 15-minute call.