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Personalized Wealth Management Strategies and Retirement Planning
- Advocates for Your Financial Goals
Robert Tonkin
Senior Vice President

6900 Daniels Parkway Ste 29-119
Fort Myers, FL 33912
Phone: 800-926-5097
rtonkin@arborim.com
Robert Tonkin Photo

“Arbor Investment Management, LLC provides independently crafted, personalized retirement income solutions designed for each of our client’s unique financial situation and long-term goals. To achieve those goals we help each client family secure the appropriate assets to cover the ever-increasing costs of the independence and dignity they desire in retirement.”

Welcome!!!

Thank you for taking time to visit us today. Most likely you are here to inquire if we are the right independent financial advisory firm for you. At Arbor Investment Management, LLC, we work with a limited number of successful individuals, families, and organizations for whom we can have a substantial positive impact.

My Invitation

Couple With AdvisorWe invite you to sit down with us for a private, in-depth Retirement Income Analysis “Discovery Meeting.” Our Discovery Meeting is designed to uncover your most important financial goals and values. We accomplish this by a methodology rarely experienced by financial industry clients these days; we stop talking and we actively listen. We will take as much time as necessary to truly understand your financial objectives.

At your Discovery Meeting we will also provide you with important information about how we manage our client relationships. This includes information such as how portfolios are structured, the financial forecasting we perform for our clients, and how Charles Schwab & Co., the preferred custodian of our clients’ assets, helps facilitate our relationship.

Shortly after your Discovery meeting we will meet again for an Investment Plan Meeting which includes the presentation of your detailed Retirement Income Analysis. This presentation is not the commonly seen “cookie cutter” worksheets used in the financial services industry. This presentation will include your personalized Investment Policy Statement, your Retirement Income Analysis, and your recommended portfolio composition. The presentation of your analysis will outline the detailed steps needed to secure the most appropriate assets to cover the ever-increasing costs of the independence and dignity you desire in retirement. Please feel free to inquire about the comprehensive details provided in this analysis.

During the Investment Plan Meeting we will make every effort to answer all questions you may have. Once the Investment Plan Meeting is completed we will ask you to take some time at home to review the Investment Plan we have put together for you. If after full consideration you wish to implement the investment plan we have built for you, we will begin the necessary document preparation process to implement your personalized professional investment plan. Your Discovery and Investment Plan Meeting, including the Retirement Income Analysis, are provided free and without any obligation to provide you an opportunity to learn about how we manage client relationships and to demonstrate the value we can provide as your Independent Investment Advisor.

Minimum Investment

Due to the very high level of service and the hard work we do for each of our clients, Arbor Investment Management, LLC requires a minimum initial portfolio value funding of $250,000. If you are contemplating retirement in the foreseeable future, or are awaiting other future financial events, talk with us, we are quite flexible under the right circumstances.

Experience

Retirement Income Planning for pre-retiree’s and retirement income asset management is what I do and what I have done for over twenty five years. During those years I have helped hundreds of clients transition into retirement with knowledge, piece of mind, and confidence. I am not a “be everything to everybody” broker found in faceless corporations whose names and ownership continually change. I don’t reach into our financial services toolbox and always come up holding an insurance policy. I don’t chase the latest ETF or sector funds with complicated ever-changing asset allocation strategies that shift with the latest news headlines. I listen, I plan, and I implement a set of solutions purposefully designed to meet each client’s unique needs, desires, and tolerance for risk. As part of your consideration process, I would be pleased to provide you a resume and references to clients with whom relationships go back decades.

Fair Fee Structure

At Arbor Investment Management, LLC, we pride ourselves in offering private, personalized portfolio management services with a fair fee structure based solely on a percentage of assets under management. We receive no commission revenue whatsoever. We believe this is crucial to our goal of developing long-term client relationships based on candid advice, openness, and mutual benefit.

Robert Tonkin Family Photo

My Promise To You

I can promise you through all the years that we work together, you will never find another investment advisor who will care more about you and your family, or who will be more deeply committed to the realization of your financial goals. I promise to invest your capital as carefully as I do my own, because I know that your hopes for your family's future are every bit as sacred to you as mine are to me.

I commit to tell you the plain, unvarnished truth at all times, especially when you may not want to hear it. When you ask me a question the answer to which I don't know, I promise always to say 'I don't know' - and then to move heaven and earth to get you the answer. If we work together, in that spirit of mutual trust, there's nothing within reason that we can't accomplish.

Our Fiduciary Responsibility

As a Registered Investment Advisor, we have a clearly defined legal fiduciary responsibility to put our clients’ interests first. As an independent money management firm, we have no vested interest in any of the prepackaged investment products or services typically offered by brokerage firms and insurance companies. Our only focus is to select the best investment opportunities available to effectively and efficiently manage your portfolio.

Your Account

Arbor Investment Management, LLC recommends Charles Schwab & Co., Inc. as one of Arbor our preferred asset custodians to hold and safe-keep our clients' assets. Clients with Charles Schwab & Co., Inc. as a custodian receive monthly account statements and trade confirmations from Charles Schwab & Co., Inc. Through the Schwab Alliance website, Arbor Investment Management, LLC clients can view account positions and balances as well as make administrative choices regarding account documentation. To establish a user name and password for the Schwab Alliance website, you can phone the Schwab Alliance representatives at 800-515-2157. In addition to the Charles Schwab & Co., Inc. periodic account statements, Arbor Investment Management, LLC separately provides extensive quarterly reporting on portfolio holdings and performance. Please contact us to request a sample of Arbor Investment Management's quarterly reports along with answers to any questions you may have.

These materials have been independently produced by Arbor Investment Management, LLC. Arbor Investment Management, LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. ("Schwab"). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Charles Schwab & Co., Inc. conducted any independent verification of the facts and representations underlying these materials."

THANK YOU for taking the time to visit us.
It is truly appreciated!

Robert Tonkin is registered as an investment advisor representative of Arbor Investment Management, LLC, in Alaska and Florida.

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