Arbor Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Arbor Investment Management provides discretionary investment management and related financial planning services to mid- to high-net-worth individuals, trusts, corporations and select plans, managing roughly $162 million across about 96 client relationships. In addition to portfolio management, the firm includes comprehensive financial forecasting and offers advice on retirement, tax and estate planning as part of its service package.
The firm emphasizes a valuation-based, fundamentally driven approach and typically constructs diversified portfolios primarily from individual stocks and bonds, using mutual funds and ETFs selectively to achieve allocation goals. Arbor manages client accounts under a limited power of attorney and, when appropriate for a client, may employ covered option strategies, hedging/spreading techniques and ETFs that include futures or commodity exposure.
Noteworthy distinctions include the firm’s practice of providing extensive financial forecasting as a standard part of asset management and its use of derivatives and options in separately managed accounts — a capability that is relatively uncommon among comparable supported firms. Arbor operates as a fee-only, independent advisor with written personal-trading and block-allocation policies, and discloses a referral arrangement with a tax preparer who is related to the firm owner, with limited fee-offset options available to clients.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% on equities $500,001 - $2,000,000: 1.25% on equities $2,000,001+: 1.00% on equities $0+: 1.00% on mutual funds $0+: 0.50% on fixed income/cash
Account minimum: $500,000 Fee-only: Fee-only investment management based on percentage of assets under management; no commissions or referral fees accepted.
Main office
3400 Travis Pointe Rd., Suite E
Ann Arbor MI 48108, United States
Offices (1)
Most active in
Alaska · Colorado · Michigan · Texas · Washington
Also doing business as
Arbor Investment Management · Arbor Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Matthew F
CFP®, Series 63, Series 65
Lakewood, CO
Arbor Investment Management
Matthew Fahrney is a CFP®-designated financial advisor with 21 years of industry experience. He has worked at Arbor Investment Management since 2018 and previously spent five years at Investment Professionals Inc. based in Lakewood, CO. Arbor Investment Management provides discretionary investment management and financial planning services to mid- to high-net-worth individuals, trusts, corporations, and select plans. The firm uses a valuation-based, fundamentally driven approach, constructing diversified portfolios primarily from individual stocks and bonds, and offers extensive financial forecasting and specialized strategies including derivatives and options in separately managed accounts.
Stanley L
CFA®
Lakewood, CO
Arbor Investment Management
Stanley Learman is a CFA® charterholder with 29 years of industry experience. He has been with Arbor Investment Management since 2010, where he serves as an advisor. Outside of his advisory role, he oversees final accounting and annual tax preparation for two LLCs associated with rental properties, a responsibility that requires minimal time and does not affect his work at Arbor Investment Management. Arbor Investment Management provides discretionary investment management and financial planning services to mid- to high-net-worth individuals, trusts, corporations, and select plans. The firm employs a valuation-based, fundamentally driven approach, primarily using individual stocks and bonds, and offers comprehensive financial forecasting alongside retirement, tax, and estate planning advice.
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