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| Additional information |
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| FinArc, LLC |
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Overview:
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. |
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History:
The firm was founded as “Financial Architects” in 1990 by Catherine Friend White to serve individual investors and smaller institutions, including corporate pension plans, endowments, and foundations. The firm became FinArc, LLC in 1996 and changed to FinArc Investments, Inc. in 2013.
From its early days, FinArc offered its clients socially responsible investing (SRI), also known as environmental, social, and governance (ESG) investing. FinArc recognized significant interest among clients seeking to align their money with their values. Tobacco and major polluters are classic examples of companies that some clients do not want to own.
Over the years, environmental, social, and governance issues have come to be recognized as important considerations for many investors. Consequences such as EPA fines and elevated expenses from employee turnover due to poor employee relations can influence a company's bottom line.
Given the firm's longstanding tradition of socially responsible investing, the firm has become known for this practice. Traditional investors can also benefit from our assessment of management’s ability to address social and more direct financial challenges simultaneously.
In addition to offering leading solutions in socially responsible investing, FinArc has been a trusted partner of entrepreneurs and women investors. Both groups appreciate and respect FinArc’s knowledge of their unique preferences and circumstances and our ability to customize services and solutions for them. Entrepreneurs have challenges and opportunities unlike a typical investor, given the nature of their wealth accumulation. And female investors too often find themselves marginalized by financial advisers. The popular interest in understanding how the investment process furthers goals related to career or family fit well with FinArc’s approach of treating each client with the respect and personalized attention they deserve.
Throughout the years, FinArc has grown steadily, while remaining committed to its high-quality standards in client service, investment performance, and personal finance expertise. In 2013, the firm’s founder and former president, Catherine Friend White sold her remaining interest in the company to a FinArc veteran, Matthew C. Slaney, who became president and sole business owner. |
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| Toll Free:
+1 877 7FINARC |
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