A complete list of active advisors currently associated with Arbor Investment Management

Warmer can help you find a great advisor at Arbor Investment Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Arbor Investment Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.