custody solutions

One advantage of working with FinArc Investments is that clients benefit from the personal touch of a boutique investment firm with big firm experience. As an independent RIA, FinArc is the investment and relationship manager for clients. A third-party custodian holds our clients’ assets safely and securely. This structure, a sort of check-and-balance, ensures that our clients receive both the personal attention and confidence they desire.

FinArc routinely recommends Charles Schwab as the custodian for client assets. Schwab is a leader in supporting clients of registered investment advisers, offering a wide variety of investment products, competitive pricing, and excellent technology, among other advantages. Client assets are held in their own name at Schwab, which offers online access and directly sends trade confirmation and monthly statements. FinArc’s quarterly reports can be reconciled against reports from this separate institution, should clients choose to do so.

FinArc's clients can login into Schwab directly through our account access page.  

Please contact us to learn more about FinArc’s custody solutions.