MISSION

  

FullArc provides clients with appropriate, actionable advice that puts them in position to achieve their goals.

What We Do

Wealth Management

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FullArc advises entrepreneurs, families and foundations on all aspects of generational wealth planning and philanthropy.

  • Unbiased investment advice 
  • Financial planning, cash flow analysis
  • Portfolio construction 
  • Trust and estate planning 
  • Risk management


Family Office Services

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FullArc provides consulting and formation services to Family Offices.

  • Evaluation of clients' current financial situation
  • Investment Policy formulation and implementation
  • Consolidated reporting
  • Philanthropy
  • Coordination and management of other advisors (tax, accounting, legal)

Retirement Plan Consulting

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FullArc offers pension consulting services to employee benefit plans and their fiduciaries.  

  • Act as Investment Advisor Fiduciary
  • Existing plan review and analysis 
  • Advice regarding fund selection and investment options 
  • Education services to plan participants
  • Investment performance monitoring