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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
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