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.