About

Who Are We:

ArcVest is an independent Registered Investment Advisor dedicated to helping clients grow and protect their wealth with transparency, discipline, and low fees. We combine institutional-level investment strategies with personalized financial guidance.

Our Mission

ArcVest’s mission is to simplify wealth management, providing data-driven, professional strategies for a fraction of the traditional costs. We empower clients to build lasting wealth with low-cost, evidence-based strategies aligned with their goals and values.

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Our Story

Guiding Families Toward Financial Freedom

At ArcVest, we believe wealth management should be simple, transparent, and grounded in evidence. Not stories, speculation, or sales incentives.

ArcVest was built around a straightforward idea: investors deserve institutional-quality portfolio construction at a fair price. We focus on disciplined asset allocation, low-cost implementation, tax awareness, and long-term planning. No products to push. No commission grids to satisfy. Just advice aligned with your best interests.

We specialize in helping thoughtful investors: professionals, business owners, and retirees turn complexity into clarity. That means designing globally diversified portfolios, minimizing unnecessary fees and taxes, and building financial plans that are durable across market cycles. Our approach is rooted in decades of academic research and real-world market history, not headlines or predictions.

We charge a transparent, low advisory fee because costs matter. Over time, even small fee differences can compound into meaningful outcomes. By keeping expenses low and portfolios broadly diversified, we give clients a better probability of capturing market returns while avoiding the behavioral mistakes that often derail long-term success.

But good investing is only part of the equation. Real wealth is about freedom. Freedom to spend time how you choose, support the people you care about, and make decisions from a position of strength rather than fear. Our role is to provide steady guidance, thoughtful planning, and a disciplined investment framework so you can focus on living your life.

At ArcVest, we don’t try to outguess the market. We build resilient portfolios designed to participate in global growth, manage risk intelligently, and stay the course when it matters most.

If you value clarity over complexity, evidence over hype, and alignment over incentives, ArcVest may be the right partner for you.

Meet the Professionals

Erik Cooper

Erik is a Partner at ArcVest, an independent, fee-only financial advisory firm specializing in efficient, low-cost wealth management for individuals, high-net-worth individuals, trusts, estates, and charitable organizations.

With over 13 years of experience at ArcVest, Erik leads a disciplined, research-driven approach to investing, focusing on risk-appropriate, tax-efficient, and returns-optimized portfolios using broadly diversified index funds. The firm’s investment strategy avoids speculative practices and instead emphasizes consistent exposure to global market trends.

Prior to ArcVest, Erik worked in institutional sales at Tudor Pickering & Holt and in private wealth management at Goldman Sachs, where he gained deep experience in delivering tailored financial strategies and managing relationships with high-net-worth clients. Erik has a BA in Economics from Rice University.

Partner

Chad Fargason

Chad is a Partner at ArcVest helping clients maximize their financial future. Prior to ArcVest, Chad was a senior portfolio manager of a mid cap value strategy for over 11 years at Vaughan Nelson, where he helped grow firm AUM from $8B to $18B.

Prior to Vaughan Nelson, Chad worked at KKR Capstone, the internal operations group that oversees KKR’s portfolio companies. He improved operations at numerous companies, improving EBITDA by hundreds of millions of dollars over the course of a decade.

Prior to that he was an SVP at El Paso Corporation, and he began his career at the Boston Consulting Group. Chad also currently serves on the Board of Carriage Services Inc, and he holds a Ph.D. in Mathematics from Duke University, and BA in Mathematics from Rice University.

Partner

Our Custodians:

Our Expertise

50+ Years Of Experience In Finance

Fiduciary-First, Always.

From inflation and recessions to bull markets and bubbles, we’ve managed capital through every major market cycle
As leaders at ArcVest, we operate under a fiduciary standard, meaning your interests come first, not product commissions or firm quotas.
Behavioral Coaching in Volatile Markets — Experience matters most when markets are uncertain. We help clients stay disciplined when fear and headlines tempt costly mistakes.

We apply evidence-based investment principles typically reserved for large institutions, adapted thoughtfully for individual investors.
Experience guiding families through accumulation, retirement income strategy, tax-aware investing, and generational wealth transfer.
Low-Cost, High-Conviction Philosophy — After decasdes in finance, we believe the most powerful advantages are simple: broad diversification, cost control, tax efficiency, and patience.