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Personalized Wealth Management Strategies and Retirement Planning
- Advocates for Your Financial Goals
Compass And World MapArbor Investment Management has always operated as an independent, fee-only Investment Advisor. We manage your investment portfolio for a fee based on a percentage of assets under management – we earn no sales or trading commissions and are not compensated from any other source. Arbor Investment Management was founded under the fee-only structure to ensure that our interests are squarely aligned with our clients’ interests. Since our fee is tied directly to the value of your account, our motivation is the same as yours — to increase the value of your assets.

Surprisingly, much of the investment industry is still built on hidden fees inside mutual funds, annuities or other packaged products created by firms and pushed to investors by an army of motivated salespeople. Independent, fee-based Investment Advisors represent the main alternative to the standard industry model, and are highly recommended as the best option for investors by independent financial commentators. Even former Securities and Exchange Commission Chairman, Arthur Levitt famously recommended to investors “fire your broker and hire an investment manager” due to his belief that a fee-based advisor relationship eliminated serious conflicts of interest for investors.

As a Registered Investment Advisor, we have a fiduciary responsibility to act in the best interests of our clients. As an independent money management firm, we have no vested interest in any prepackaged investment products or services typically offered by brokerage firms, banks, and insurance companies. Instead, we are free to access the widest array of options to select only the best investment opportunities available to effectively and efficiently manage your portfolio.

The people of Arbor Investment Management are focused on providing our clients the personalized wealth management services they desire under a fair and straightforward fee structure. We believe this simple concept is crucial to our ultimate goal of developing quality long-term client relationships based on candid advice, openness, and mutual benefit.

Arbor Investment Management, LLC, is a registered investment adviser in the States of Michigan, Alaska, Colorado, 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
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