Frequently Asked Questions
Let’s discuss how we can serve you.
Arbor helps people and organizations manage their finances to get the most out of their money. We meet each client where they are and engage with them at their pace and comfort level, tailoring our approach to their specific situation and needs.
We typically serve three types of clients—individuals, businesses (401k’s and more) and corporations. Most of our clients are individuals and families looking for portfolio design and management.
Entrepreneurs and small business owners have cash variability, especially at startup. We work with you and your accountant to address tax issues, income variability to address savings and compensation. As a small locally owned business we know these issues and can help resolve them by teaming up with your CPA.
Good question. All of your accounts are held with a qualified custodian in an individual account in your name. We provide a private, secure website and mobile app where you can review your accounts in detail.
We are different from a broker-dealer in that we are fiduciaries and base our investment recommendations solely on what's in the best interest of our clients.