FINARC INVESTMENTS, INC.

Overview

Finarc Investments, Inc. is an independent registered investment adviser formed in 2017 that serves individual and family clients. The firm operates on a fee model that includes a percentage of assets under management, hourly fees and fixed fees, and provides financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Finarc positions itself as an active portfolio manager with a clear tilt toward publicly traded equities; it does not identify as an active ESG investor and is not structured as a capital allocator. Investment activity centers on discretionary management, with a preference for exchange-traded instruments to form core equity exposure. The firm uses third-party managers for hedge fund exposure and supplements public market allocations with mutual funds and corporate debt where appropriate. The client base and fee flexibility suggest the firm focuses on personalized portfolios and fee arrangements tailored to individual family needs.

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Public Holdings

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Location & Offices