What services does OpenArc Corporate Advisory offer?
OpenArc Corporate Advisory is an Atlanta-based independent, registered investment advisory firm serving private clients and institutions across the United States. OpenArc delivers flexible, personalized financial wellness solutions to individuals, families, employers and institutions.
Is Open Arc Corporate Advisory a fiduciary?
Yes. As a Registered Investment Advisor, OpenArc Corporate Advisory operates as a fiduciary—always putting your best interests first in every recommendation and decision.
Do you have a minimum investment requirement?
OpenArc Corporate Advisory serves a diverse range of clientele, from individuals and families to employers and institutions. The firm’s offering scales from serving front-line employees seeking financial wellness education to managers and senior executives with more complex financial challenges seeking a holistic experience. Minimum investment requirements vary depending on the services engaged.
How can I schedule a meeting with OpenArc Corporate Advisory?
You can call our office directly at tel:1-844-648-6001 (M-F from 8 a.m. to 6 p.m. on all days the New York Stock Exchange is open) or visit our website at www.openarccorporate.com to submit an inquiry. We offer both in-person and virtual meeting options to fit your schedule.
What makes OpenArc Corporate Advisory different from other advisors?
With OpenArc Corporate Advisory, individuals, families, employers and institutions enjoy the freedom of product choice – “open architecture” – and the confidence their investments are safeguarded at Schwab, the industry’s largest custodian. We built OpenArc to solve what we believe is missing in the financial services industry – offering families the level of care and sophistication typically reserved for institutional investors, and in turn, offering corporations the product-flexibility typically only available on wealth management platforms. In addition, we believe the financial services industry needs more firms operating with generosity in the client’s best interests. Because we are an independent Registered Investment Advisor (RIA), our financial professionals can source proven solutions across the marketplace, free from the shackles of proprietary products.
What financial services does OpenArc Corporate Advisory offer?
OpenArc Corporate Advisory offers a broad range of services to meet a range of financial needs. These include investment advice and guidance, education funding, tax minimization strategies, employee financial benefits analysis, insurance, estate planning, wealth transfer, donor-advised funds, access to banking services, lending, and liquidity and cash management. In addition, the firm has significant experience delivering solutions for employers related to retirement plans, equity awards plans, HSA, ESPP, and employee financial wellness.
How does OpenArc Corporate Advisory support employer benefit plan administrators?
OpenArc Corporate Advisory works with benefit plan administrators to meet the financial wellness needs of employees, from front-line employees to managers to senior executives. Services include broad-based financial wellness education, including seminars and webinars addressing how stock plans and retirement plans work, tax-efficient investing, saving for college education, understanding Social Security and Medicare, among other topics. For employees and executives with more complex financial needs, OpenArc Financial Advisors offers personalized support, including benefits education, 10b5-1 plans, and sophisticated wealth management services.
What institutional investment consulting services does OpenArc Corporate Advisory provide?
OpenArc offers institutional clients – including endowments, foundations, and corporate investment committees – customized investment consulting and strategic advice that aligns with their mission, risk tolerance, and governance structure. Services include, but are not limited to, investment policy statement development and review, open-architecture access to managers and strategies, discretionary and non-discretionary investment consulting, and endowment and foundation portfolio guidance. OpenArc’s approach combines investment insight with fiduciary care, helping organizations align their portfolios with long-term objectives while navigating evolving market conditions with informed decision-making.