services & Solutions overview
FinArc Investments offers clients a unique blend of institutional investment experience, within a boutique firm that knows each client by name. A hallmark of FinArc is our high-degree of personalized service. We pride ourselves on developing and maintaining long-lasting and genuine relationships. Our team is available to answer clients’ questions directly and personally, without forcing you through a complicated, automated phone network to unfamiliar departments. Ultimately, our goal is to partner with clients to deliver strong investment returns built on a foundation of trust, respect, and communication.
Due to FinArc’s customized investment approach and high-quality client service model, we are best suited for clients with portfolios exceeding $1,000,000. This enables our team to manage tax liabilities and leverage direct investment in stocks and bonds. We offer a tiered fee structure that is particularly advantageous for clients with more than $2,000,000 in assets. For clients with less than $500,000 in investable assets, FinArc manages a portfolio exclusively using mutual funds to provide adequate diversification in a cost-efficient manner.
FinArc, through a third-party custodian, offers clients online access to account information. Additionally, clients have check-writing privileges, free online bill payment, automatic electronic money transfers between brokerage accounts and other financial institutions, and debit cards with unlimited ATM fee reimbursement at nearly any bank.
To learn more about FinArc’s services and solutions, please contact us directly.