Established in 1990, FinArc Investments provides highly personalized services to help our clients plan, grow, and manage their wealth. We are comprised of a core team of passionate professionals who are committed to the success of each client.
In managing client portfolios, we look for opportunities where the market has undervalued or underpriced a company or its assets. These companies can be undervalued because of unrealized potential, market overreaction to a momentary concern, or because they are ignored by the majority of Wall Street investors. Our value approach to investing is predicated on finding high-quality, well-run companies with a positive, long-term outlook. We use metrics that matter: relative price to earnings, accelerating earnings, improving profit margins, growing market share, and proven, successful management teams. This approach has remained constant since the firm’s inception, and it continues to be successful today.
FinArc is an independent wealth management firm. We have no affiliation with – nor do we receive any compensation from – any other company, including brokerage firms, mutual funds, and insurance companies. As a fee-only investment advisor, fee transparency and alignment with client interests are paramount, and we are regulated by state and federal bodies. As an advisor registered with the U.S. Securities and Exchange Commission, FinArc is a fiduciary and therefore subject to the highest industry standard of accountability. Being a fiduciary is a stringent standard that protects and benefits our clients in their quest for unbiased, objective advice and recommendations that place their financial wellbeing ahead of company profits. Not all financial advisors serve as a fiduciary.
FinArc’s Norwood, Mass., office is conveniently located just 30 minutes from Boston. Click here for directions and contact information.
The firm was founded as Financial Architects in 1990, with a mission to serve individual investors as well as corporate pension plans, endowments, and foundations. The firm changed its name to FinArc, LLC, in 1996, and in 2013 we became FinArc Investments, Inc.
From its early days, FinArc offered its clients socially responsible investing (SRI) – also known as environmental, social, and governance (ESG) investing or sustainable investing.
FinArc has grown steadily as a firm while remaining committed to our elevated standards in client service, investment performance, and personal finance expertise. In 2013, founder and former president Catherine Friend White sold her remaining interest in the company to her business partner, FinArc veteran Matthew C. Slaney, who became president and sole owner.
In 2015, FinArc Investments combined with Prospera Partners, LLC – an independent, fee-only registered investment advisor based in Newton, Mass. With similar goals and approaches, our firms have created a strong, united resource for our clients.