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Investment Strategies for Conservative & Liberty Minded Americans

Risk Management | Custom portfolios  | ACTIVE OWNERSHIP


Constitutionally Responsible Investing





About Us

The Republic Capital Management LLC is a fee-only independent Registered Investment Adviser (RIA) located in Austin, Texas. Founded in 2019, we provide innovative investment 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.


A Note From Our Founder

J. Young, CFA, CAIA

I love the financial markets, but like you, I distrust concentrations of power.

With this in mind I founded The Republic Capital Management in 2019 to offer an alternative to the large Wall Street investment managers who are increasingly prioritizing their political objectives over your financial goals. 

I look forward to helping you invest for a better future - for yourself, your family, & your country.

- Joshua Young, CFA, CAIA


Its Your Country. Own It!





About You

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. 


Our Clients Include


Business Owners & Entrepreneurs  |  Public policy advocates  |  High Income Earners  |  Thought Leaders  |  C-Suite Executives

Risk Profiling

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.

Asset Allocation

Growth Stocks or Value Stocks? Government Bonds or Corporate Bonds? We design an asset allocation customized for you and your investment goals.

Tax Management

Tax loss harvesting, Short-to-Long term gains deferrals, tax sensitive transitions, tax loss harvesting, all based on your individual tax rate.

Direct Indexing

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.

Rebalancing

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 Voting

Unlike other financial firms, we handle the proxy voting of your shares to ensure your values are being represented in Corporate Boardrooms.


Constitutionally Responsible Investing 

Active Ownership

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.    

Click to Learn About Constitutionally Responsible Investing    


"The only question of wealth is, what do you do with it?" 

-John D Rockefeller



Step 1

COMPLEMENTARY INTRODUCTORY CALL

Quick chat to answer any questions you have and  determine if we are a good fit for each other. 

Schedule A Time To Chat

Step 2

DISCOVERY MEETING

The 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?  

Get started now by taking our risk questionnaire below!


Step 3

PORTFOLIO CONSTRUCTION

Incorporating 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 4

REBALANCING | PROXY VOTING

Managing 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.


Account Types

seperatly managed accounts

  • Individual (Taxable)
  • Joint
  • Traditional IRA
  • Roth IRA
  • Rollover IRA
  • SEP IRA
  • Trust
  • UGMA/UTMA

Custodian

interactive brokers

Our client accounts and investments are held at Interactive Brokers Inc., an award winning and well capitalized broker-dealer.



Fees

assets under management

rate

$0 - $250,000  0.99%
$250,001 - $1,000,000 0.79%
$1,000,001 & Up 0.59%

We Believe In Transparency

FEE-ONLY | FIDUCIARY

  • We have a fiduciary responsibility to put your interests first
  • We do not receive any fees or commissions from product sales , transactions or referrals, minimizing conflicts of interest


"Prosperity is only an instrument to be used, not a deity to be worshipped."

- Calvin Coolidge

Contact Us

Work with an investment advisor that shares your values!


Questions? Email Us

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.

Schedule A Call

Have lots of questions? Feel free to schedule a complementary 15 minute call.

Schedule A Time to Chat