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The U.S. Department of Labor “Fiduciary Rule”, effective June 9, 2017, addresses new requirements for the investment industry related to the management of and making of recommendations in relation to Retirement accounts, including Individual Retirement Accounts (IRAs). The Fiduciary Rule requires fiduciaries to retirement plans, plan participants and IRA owners to act impartially and provide advice that is in their client’s best interest.

As a Registered Investment Advisory (RIA) firm, Arbor Investment Management has always been required to act in a fiduciary capacity and in the best interest of our clients, on all accounts whether retirement or non-retirement. Arbor Investment Management’s disclosures and policies related to the DOL Fiduciary Rule of 2017 are provided as part of our firm’s comprehensive disclosure brochure, also referred to as Form ADV Part 2 A&B. You can download the updated copy of this document below. It is also available via the FINRA website, which manages disclosure documents that financial firms are required to make publicly available.

Arbor Investment Management disclosure brochure

Arbor Investment Management, LLC, is a registered investment adviser in the States of Michigan, Alaska, Colorado, Florida, Texas, and Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. (The most common exemption from registration are rules that allow advisory firms to have up to 5 clients in most, but not all, states before registration is required.)
“Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.”
If you have questions about CFP Board's trademark usage guidelines, or would like CFP Board to review business materials you are developing that feature the CFP® certification marks, please contact us at 800-487-1497 or trademark@cfpboard.org
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