15110 Dallas Pkwy #500
Dallas, TX 75248

(972)-421-1360

info@thearcfirm.com

EXCEPTIONAL RESOURCES

Use What You Need & Nothing You Don’t

ARC provides resources typically reserved for large firms while still being able to maintain a tight-knit company culture. Advisors receive direct contact support at every step, resulting in quick turnarounds to act swiftly with clients. Our multi-state network of collaboration also allows for strategy flexibility.

ASSET MANAGEMENT RESOURCES

Our full-service asset management capabilities empower advisors to scale their practice by fully focusing on their clients. Our advisors can utilize as much or as little of our in-house investment management expertise as they need.

ARC AIQ Asset Management, a complete outsourced investment management solution (OCIO), is led by Jean-Paul Lagarde, Chief Investment Officer. Jean-Paul and his team are prepared to assist our advisors with due diligence, research, customized portfolio construction, and to answer any market of economy related questions you or your clients may have.

Separately Managed Accounts

Allows for transparency so your clients can see their holdings and account activity.

Multi-Disciplinary Strategies

Freedom to choose from multiple investment strategies.

Institutional & Individual investors

Knowledgeable experience to encompass the full depth and breadth of wealth management.

MARKETING RESOURCES

ARC’s Marketing and Communications takes the guesswork out of how to grow your business. We support your marketing efforts with highly effective, turnkey marketing services that provide you with the tools you need to expand your market share and retain clients. With experience in both traditional and digital marketing, our team is prepared to help you with brand identity, client collateral and everything in between.

Our Marketing Resources include:

Website Templates
Logo Design
Search Engine Optimization
Online Advertising
Marketing Assets
Email Campaigns
Social Media Strategy and Implementation

TECHNOLOGY RESOURCES

Uncertain about which technology to adopt for streamlining your business operations and minimizing paperwork?

ARC’s comprehensive suite of cutting-edge software solutions is designed to elevate your business to new heights. We provide a wide range of programs to meet your daily business requirements, as well as equip you with the necessary tools to expand your practice.

Our knowledgeable team of technology experts can assist you with choosing the right software to support your business needs.

WHICH TECHNOLOGY DOES ARC USE?

WHT

Betterment

Redtail Technology

Orion

AdvicePay

OPERATIONS RESOURCES

Our innovative solutions empower you with the flexibility to run your office as you see fit, while optimizing your operational efficiency. Leveraging our strong relationships with multiple custodians, we offer a comprehensive range of capabilities and support for clearing and custody of your clients' assets.

Our advanced technology streamlines workflows, facilitating essential functions such as performance reporting, billing, and expense management. This ensures that your business operates efficiently and in sync with your budget and client service objectives.

COMPLIANCE RESOURCES

We oversee and manage adherence to the complex regulatory frameworks established by the SEC and FINRA. We remain up to date on the latest compliance requirements, including state registrations and notice filings, drafting bespoke policies and procedures, risk management, Compliance Officer training, Advisor registrations and terminations, preparation for regulatory examinations, and other vital functions essential to ensuring compliance.

BENEFITS RESOURCES

ARC makes available to all affiliates, including 1099 contractors, a full suite of benefits which include health insurance and auxiliary benefits such as dental, vision, disability, term life insurance and more.