Our goal is to be a top performing investment management firm with superior personal service. We believe that our services may be able to help your clients reach their financial and social goals. We work with clients to improve their knowledge of investing. We work with accountants, attorneys and other advisors to help clients maximize their potential for wealth.

We are an employee-owned, independent company, with no affiliation or compensation from any firm in the brokerage, insurance, or banking industries.

FinArc offers equity investing with a spectrum of risk tolerance. We structure portfolios as growth or growth and income, based on client preference.

We also offer socially responsible investing which can be applied to any type of portfolio. FinArc offers screening for ethical investments at no additional cost. Your clients decide what, if any, ethical criteria they want us to use in structuring their portfolio.

Clients having investable assets above $250,000 can reach their goals via mutual funds. Above $400,000 we recommend having a diversified portfolio using individual stocks and bonds.

Our Services Include:

For more information on our program and how it can add to your business, please call us toll-free at 877-7FINARC or email David Malone at w.david.malone@finarc.com.