FOR INSTITUTIONAL ORGANIZATIONS, FOR-PROFIT AND NON-PROFIT
Aligned with your mission
For institutional organizations, for-profit and non-profit, that need thoughtful investment stewardship. Arc Wealth Partners combines individual advisory discipline with the scale of Farther's institutional platform.
Schedule a consultationGetting to know Arc Wealth Partners
We work with boards and leadership at foundations, endowments, and nonprofits that steward capital on behalf of a mission. Every decision, from the Investment Policy Statement to the spending rule, has to hold up to both investment discipline and fiduciary duty.
Why we do this work
William Platt joined the National Urban League as a young financial advisor, drawn to its mission of expanding opportunity in underserved communities. He served as president of the Urban League of Long Island chapter for two years and as treasurer of the New York City chapter for five. That volunteer work exposed him to the operational demands of running an institutional organization: mission alignment, fiduciary oversight, meeting cadence, and the tension between short-term liquidity needs and long-term investment horizons. The institutional practice at Arc Wealth Partners was shaped by that experience.
The work is built on two convictions. An organization's investment portfolio should reflect the mission it serves. And trust between an organization and its advisor is earned through transparency and demonstrated over time.
How we work with institutional clients
Five steps for a new institutional engagement. Step 5 folds in the giving-strategy service William named, so a parallel services list isn't needed.
Understand the mandate
The first conversation covers the organization's mission, its Investment Policy Statement if one exists, liquidity requirements, and risk tolerance. For organizations without an IPS, we work with the board or finance committee to draft one.
Design the portfolio
Once the IPS is in place, we build a portfolio that reflects it. That includes asset allocation, manager selection where relevant, and mission alignment or values-based screens if the organization has them.
Establish the governance cadence
We set the meeting rhythm with the board, investment committee, or finance staff, and define what gets reviewed each meeting. Portfolio performance, IPS compliance, market context, and any strategic decisions on the horizon.
Report, review, and adjust
Between meetings, we manage the portfolio against the IPS, produce the reporting the organization's governance requires, and surface anything that warrants a formal decision. Adjustments follow whatever process the organization has set.
Support the giving strategy
For non-profit organizations and for-profits with active giving programs, we support planned giving strategy, donor advisement, and the tax-efficient vehicles that help both sides of a gift work harder.
Questions we get from institutional prospects
Do you serve as a co-fiduciary or a discretionary manager?
Both models are available, depending on how the board wants to structure the relationship. Co-fiduciary means we advise the committee and the committee makes final investment decisions. Discretionary means we execute against the IPS without requiring approval on each trade. The right choice depends on the board's bandwidth and preference.
How do you handle mission alignment and values-based restrictions?
The Investment Policy Statement is where these constraints get documented. Once agreed with the board, we build the portfolio against the constraints and screen ongoing investments the same way. The IPS is the source of truth, not a preference expressed on a call.
What does reporting to our board look like?
Standard institutional reporting includes portfolio performance against benchmarks, IPS compliance, expense analysis, and market commentary. Depth and frequency adjust to the board's cadence. Reports are delivered ahead of meetings so committee members have time to review before discussion.
Is there a minimum engagement size for institutional relationships?
Institutional relationships are evaluated case by case. What matters more than the specific asset level is whether we can meaningfully improve the organization's stewardship of its investments. A first conversation is the fastest way to know.
Can our organization submit an RFP?
Yes. We respond to RFPs from institutional organizations. An initial conversation before the formal RFP typically produces a stronger response, because it lets us tailor to what actually matters to the committee.
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Start the conversation
Institutional inquiry, RFP, or general question. Yve will respond within one business day.