Independent & Investment-Focused
OpenArc Asset Management, LLC is an independent, investment-focused wealth management firm managed by a seasoned team that has extensive experience in building and managing multi-manager portfolios for ultra high net worth individuals and families through allocations to both traditional and alternative product offerings. OpenArc differentiates itself in the following ways:
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Innovative "asset" allocation
Client portfolios are allocated across investment strategies not asset classes utilizing a unique top-down process. Most wealth management firms utilize a simplistic approach to asset allocation, e.g., “fixed income, equities and alternatives”. "Alternatives" is not an asset class
Consolidated, transparent reporting
Clients receive their customized monthly reporting package with a consolidated, holistic view into their entire portfolio
Customization
We customize each portfolio in order to meet specific client objectives
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Open architecture
OpenArc takes a truly open architecture approach to selecting managers to manage client portfolios. Managers are selected purely on the basis of merit utilizing a highly developed and robust research process
Custody neutral
Clients can choose their own custodian
Independence
OpenArc is an independent, employee owned entity. Being independent of bank and brokerage affiliations, OpenArc operates above the “product push” typically encountered in the wealth management industry
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