Arbor Investment Management Corporate Overview


		Personalized Wealth Management Strategies and Retirement Planning - Advocates for Your Financial Goals

Investment Philosophy

Fee-Based Advisors

FAQs

Disclosure Documents

Our Firm

Crystal Globe Arbor Investment Management is an Independent Registered Investment Advisor, which means we are not biased by any in-house products or tied to any brokerage or insurance firm’s investment products. Instead, we are beholden only to the expectations and goals of the clients who hire us and are free to use the widest array of investments to deliver on those goals. As a Registered Investment Advisory firm we have a fiduciary responsibility to act in the best interests of our clients. Our culture at Arbor is focused on exceeding our clients’ expectations while maintaining the highest standards in meeting our ethical and professional responsibilities.

Our services are designed for mid to high net worth individuals and families with a long-term financial perspective who are seeking a competent, trusted advisor. Arbor Investment Management provides comprehensive, personalized wealth management and retirement planning for its clients. By taking the time to fully understand the unique financial situation, investment time horizons, and risk tolerance of each client, we are able to construct and manage investment portfolios tailored to deliver on each client's personal long-term goals.

Our expertise is helping each client get their financial house in order and keep it that way the rest of their lives. Whatever your investment management needs, the dedicated portfolio managers and support staff personnel at Arbor Investment Management are ready to get started on the process of building a successful long-term partnership with you.

Arbor Investment Management, LLC, is registered with the U.S. Securities and Exchange Commission as an investment adviser. 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