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ARC Group

Private Wealth Advisors

101 CALIFORNIA STREET, FLOOR 21

SAN FRANCISCO, CA 94111

415.288.2504

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About us

ARC Investment Advisors

Headquartered in San Francisco, we are a wealth management team that provides services and strategies to high-net-worth and ultra-high-net-worth clients. We are privileged to work with successful people who are innovators and strategic thinkers. We take a similarly innovative and strategic approach to wealth management. We insist on aligning our perspective with that of the clients we serve. We avoid group think, seeking to uncover thoughtful approaches to the opportunities and challenges that significant wealth can pose. We emphasize cost containment, particularly relative to taxes and fees, and we avoid proprietary investment products. We have developed long-term relationships with the clients we serve, testifying to our emphasis on the primacy of client satisfaction.

The Clients We Serve

We work with a number of senior executives, entrepreneurs, business owners, family offices, and individual families who encounter critical junctures in their financial lives. The clients who retain us have already amassed their wealth. They look to us for in-depth knowledge of wealth preservation and wealth transfer. Many clients anticipate—or have experienced—liquidity events. In assisting these clients, we provide guidance informed by experience. As members of the Private Banking and Investment Group at Merrill Lynch, we do not dabble in high-net-worth issues; we exclusively cater to time-sensitive needs of affluent clients. We know first- hand the value of strategic planning, particularly relative to liquidity events and their tax, investment, and philanthropic implications. We emphasize the importance of planning now, in order to enjoy more wealth later. Throughout client engagements, we work closely with clients’ external tax and legal advisors, spearheading cohesive strategies that encompass the many moving parts of significant wealth.

The Tenets of Our Investment Approach

We focus on four key aspects of investment management: (1) Asset allocation; (2) Portfolio rebalancing; (3) Manager selection; and (4) Cost containment. These tenets are not flashy, but they are effective. We bring a straight-talk approach to the markets, eschewing fads for tried-and-true principles. We move beyond traditional portfolio analyses of net worth, focusing instead on “net keep” – what a client retains after taxes and fees. Our cost-sensitive emphasis advances a client’s interests, providing more accurate barometers of returns. Our team is particularly adept in investment management, with decades of experience in fixed income, equities, and alternative investments*. We have refined our strategy over numerous market cycles and varied environments; we offer judgment, maturity, and the wisdom of humility.

Our Offerings

We offer the services and strategies required by significant wealth:

  • Investment management
  • Pre-and-post liquidity event strategy
  • Concentrated and restricted stock management
  • Trust and estate planning services
  • Customized lending
  • Philanthropy

Meet the team

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Richard A. Hogan

Managing Director

Private Wealth Advisor

415.288.2504

415.288.2504

r_hogan@ml.com

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Chris Berry

Senior Vice President

Private Wealth Advisor

415.288.2505

415.288.2505

c_berry@ml.com

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Ash Daggs CFP®

Private Wealth Manager

415.288.2681

415.288.2681

ash.daggs@ml.com

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Lindley Hollender

Private Wealth Analyst Investments

415.288.2509

415.288.2509

lindley.hollender@ml.com

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Meet the team

Richard A. Hogan

Managing Director

Private Wealth Advisor

415.288.2504

415.288.2504

r_hogan@ml.com

Read Bio

Chris Berry

Senior Vice President

Private Wealth Advisor

415.288.2505

415.288.2505

c_berry@ml.com

Read Bio

Ash Daggs CFP®

Private Wealth Manager

415.288.2681

415.288.2681

ash.daggs@ml.com

Read Bio

Lindley Hollender

Private Wealth Analyst Investments

415.288.2509

415.288.2509

lindley.hollender@ml.com

Read Bio