To serve.
To Succeed.
We provide a wide range of private wealth management, executive services and institutional insight for our clients and corporate businesses.
OpenArc is an independent, registered investment advisory firm serving individuals, families and employers. Our clients enjoy the attention and access to resources typically reserved for large institutional investors. Independence means we source proven solutions across the marketplace, free from the restrictions of proprietary products or platforms … and always in the client’s best interest. All the while, we serve with heart, giving back to our communities through volunteerism and financial support.
Solutions for Families and Individuals
Whether you’re preparing for retirement, navigating executive benefit compensation, or planning your legacy, OpenArc offers personalized strategies built around your life. Learn how we help individuals and families move forward with clarity and confidence.
Solutions for Institutional Clients
From equity compensation and retirement benefit consulting to institutional investment strategy, we help simplify complex situations while delivering targeted results across your employee base. Explore how OpenArc supports plan sponsors, executives, and boards through education, fiduciary guidance, and customized solutions.
SPOTLIGHT
OpenArc In The News
We are grateful to Barron’s for its thoughtful coverage of OpenArc. Like this premier publication, we at OpenArc are growing our business by putting the client first in all we do.
08/28/2026
OpenArc Success Stories | Malcolm Mitchell
Overnight, everything changed for former NFL wide receiver.
OpenArc
Hear Malcolm share how he navigated the financial opportunities that came with his NFL career, built a plan for life after football, and turned his platform into the Share the Magic Foundation.
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08/28/2026
Weekly Market Recap: 8.28.26
Weekly Brief
CIO Office
Summary: Equities rebounded this week after last week’s pullback, rising across the board with the Nasdaq leading at +1.82%, the Dow up +1.54%, and the S&P 500 gaining +1.18%, as the 10-year Treasury yield fell down −2 basis points to 4.68%. On the economic data, a preliminary reading of the S&P Global US Manufacturing PMI eased to 53.2 from 53.9, while the Services PMI rose to 56.8 from 54.6 on a sharp pickup in new business. Housing stayed soft as new home sales fell −10.5% in Jul
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08/26/2026
When “Set It and Forget It” Becomes a Fiduciary Liability
Institutional Consulting Perspectives
OpenArc
The Key Message: A QDIA is not a one-time fiduciary decision. ERISA requires sponsors to prudently select it and keep monitoring and reevaluating it over time. The regulatory safe harbor only protects against claims about investment outcomes, not against an imprudently chosen or unreviewed QDIA. The real defense is a continuously documented process, not a past decision. Many 401(k) participants are automatically enrolled or never make an affirmative investment election, directing contribut
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It Starts With a Conversation
Whether you’re navigating complexity or simply looking for a partner you can trust, we’re here to help. We invite you to reach out and explore what’s possible — together.
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