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Frequently Asked Questions

It’s important to ask thoughtful questions before you hire any financial professional – and that includes us! We hope this resource will prove helpful in addressing some of the most common inquiries we get about who we serve, how we work, and what we have to offer.
 

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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.

We take great care in selecting your investments because we don’t believe in one-size-fits-all portfolio management. We work on portfolio construction only after a path of management and risk is agreed upon. Because of our approach, your portfolio will have more thought and design than the typical allocation we see in the industry.

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.

Did you know we work with many of our clients completely virtually?

Whether you’re in Fort Lauderdale or Fairbanks – or anywhere in between – we’re happy to serve you outside of the traditional brick-and-mortar advisory relationship. Our clients can opt for virtual or in-person meetings as their needs require.

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