FinArc Investments delivers tailored investment solutions for high net worth individuals, families, corporate retirement plans, and non-profit institutions. The firm is inspired by leading architectural principles, and we apply these philosophies to the investment arena. Like the best architects, FinArc’s professionals are visionaries. We listen to our clients' needs, understand their dreams, create a vision, develop a blueprint, and ultimately, build a financial future that can withstand the test of time.
FinArc was established in 1990 and comprises a core team of passionate professionals who are committed to the success of each client. We provide custom services and solutions that meet each client’s unique needs. While the firm offers its services to an array of individuals and organizations, we offer solutions particularly suited for entrepreneurs, women, and socially responsible investors.
FinArc manages client portfolios utilizing a value approach. We look for opportunities where the market has undervalued or underpriced an asset, such as the stock or bond of a company. These companies can be undervalued because of unrealized potential, market overreaction to a concern, or because they are ignored by the majority of Wall Street investors. As a value investor, we find high-quality, well-run companies with a positive, long-term outlook. From a metrics standpoint, we look for profitable companies with such indicators as 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 a successful investment strategy today.
FinArc is an independent investment management firm. The company has no affiliation with and receives no compensation from any other company, such as a brokerage firm, mutual fund, or insurance company. Additionally, as a fee-only registered investment advisor (RIA), fee transparency and alignment with client interests are paramount. In addition, state and federal bodies regulate FinArc, including the Massachusetts Securities Division. As an RIA, FinArc is a fiduciary and therefore subject to a higher accountability standard than the suitability standard applicable to brokers. This more stringent standard can benefit clients who seek unbiased, objective advice and recommendations that place their financial wellbeing ahead of the paid professional.
FinArc’s office is conveniently located just 30 minutes from Boston, in Norwood, Massachusetts. To schedule a meeting or phone call with a member of the FinArc team, please contact us directly.