Below are examples of how your FinArc Investments Team adds value to their investment management by planning for and advising clients.

OBJECTIVE: A start up endowment fund needed advice. They wanted to be able to achieve their goal of building a new facility. This would require investment management expertise and help managing contributions of stock and withdrawals.

FinArc researched and suggested establishing a charitable trust to allow donors to make larger gifts by using a tax efficient vehicle that would provide lifelong income. To grow the funds prudently and effectively, we developed an investment policy for their assets that matched the endowment’s goals and objectives. We also published their story in our newsletter to raise awareness of this unique and worthy charity.

OBJECTIVE: A client inherited assets from a trust and needed to coordinate them with their existing holdings.

By establishing contact with the trust officer, FinArc could evaluate the assets before they were received to determine their appropriateness in the client’s existing portfolio. We asked questions that enabled our client to better understand and feel more comfortable with the process of transferring assets and how her portfolio might change. We were also able to paint a picture of how the client's inheritance would affect her standard of living.

OBJECTIVE: A retiring couple was seeking advice on downsizing their home and investing the profits to secure a comfortable retirement.

By evaluating the couple’s retirement needs and the potential profits from the sale of their existing home, FinArc helped the couple convert the proceeds from the sale into a smaller home and a portfolio designed to provide the retirement that they desired. Establishing a budget that included the purchase and refurbishing of a new home along with savings for travel enabled the couple to deploy their retirement plans with confidence.

OBJECTIVE: A client was recently married and was in the process of combining assets as well as expenses.

Our portfolio manager and client discussed lifestyle expenses and savings habits enabling FinArc to provide a "big picture" for the new couple. Savings goals were established and commingled assets were reviewed to create a forward looking approach for growth of their new portfolio together. We helped them feel more comfortable with their new financial relationship and set up a plan to succeed in reaching their goals.

OBJECTIVE: A couple was going through a divorce and needed assistance with their investments.

Our client gave their lawyers FinArc’s phone number and they contacted us directly. We were able to work with and assist the attorneys with various issues. We provided the necessary valuations and analyses of the securities involved to ensure an appropriate division of assets. We then worked with our client directly to complete all required paperwork, allowing for a seamless transfer of assets into their new accounts.

Please contact us to see how we can help you reach your goals.