• 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 tax liability and reduce overall fees.  We recommend that clients with assets between $250,000 and $400,000 invest in mutual funds to provide adequate diversification. 
  
  
• Clients who bring their personal 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 that many individuals normally would not qualify for.
  
  
• We offer advice on retirement, college planning, and allocation of 401(K) assets.