Clients who bring their assets to FinArc are gaining the benefit of our team's institutional management experience.  While large institutions have easy access to private money managers, personal accounts often lack the size necessary for the same quality of service.  FinArc manages both individual and institutional accounts, providing the same high level of personal service to all types of clients.

FinArc manages portfolios of stocks, bonds, and mutual funds.  For clients with more than $400,000 we recommend direct investment in stocks and bonds allowing us to manage potential tax liabilities and reduce overall fees.  Clients in this category with greater than $2,000,000 benefit from even lower costs due to FinArc’s tiered declining fee structure.  We recommend that clients with assets between $250,000 and $400,000 invest in mutual funds to provide adequate diversification. 

Excellent service is our hallmark.  We provide customized and personalized service to all of our clients.  At FinArc, we pride ourselves on developing strong relationships. We have staff available to answer your phone calls and email directly without forcing you to navigate though complicated automated networks.  You can speak with your portfolio manager or an analyst if you have questions about specific securities.  Our goal is to work with you to deliver superior investment returns while providing a comfortable and responsive environment.  When we initially meet with clients, we create an investment policy statement that covers the client’s risk level, income requirements, tax bracket, and asset allocation parameters. 

Streamlining Client Finances - You can access your accounts and view performance online.   Additionally, clients have check writing privileges, online bill payment, automatic electronic money transfers between brokerage accounts and other financial institutions, and debit cards with up to eight ATM fee reimbursements per month (except for certain ATMs in foreign countries). You can establish automatic deposits into your account from payroll, pension, social security, or any other regular payment source.  Systematic withdrawals are also available.  We can also coordinate our work with your tax preparer and attorney, if desired. 

Personalized Portfolio Management - We offer client-specific portfolio management to achieve your personal financial goals.   We develop a strategy based on your current and future financial needs that satisfies your personal risk tolerance, social screens, and tax aversion.  We work with clients to develop an Investment Policy Statement.  The statement contains information about the client’s risk tolerance and financial goals.

Socially Responsible Investment Practice - Socially Responsible Investing (SRI) is a means of directing your money towards companies that share your values and avoiding those with practices you oppose.  If you wish to support particular issues, such as the advancement of minorities in the workplace, or avoid certain product manufacturers, such as tobacco, we are able to customize your portfolio to reflect your own specific concerns.

Independent Advice - FinArc is not affiliated with any brokerage or mutual fund company.  All of our investment decisions are guided by our goal of delivering the highest level of risk-adjusted performance for our clients.

Services are intended for persons who reside in the U. S., where FinArc, LLC is registered to operate.