Client Services

Arbor helps clients in three primary ways:

Transitioning Client Goals into Asset Allocation and Portfolio Structure.
We initially work with clients to understand their investment goals and risk tolerance, then make detailed portfolio recommendations

Implementation.
We use a variety of instruments to execute investment plans. Assets may include:

• Exchange traded funds
• No-load mutual funds
• Securities in an existing account

Staying on track.
We manage the account to each client's goals, provide quarterly reporting and meet with clients from time to time to review progress. Please click the link to view a Sample Quarterly Report (PDF file, 1.5 MB.)

(You will need Adobe Acrobat Reader to view this file. If you do not have Acrobat Reader please go to the Adobe web site and follow the directions for downloading the Free Acrobat Reader. )

How Arbor Can Help You

Once we understand your objectives, we use asset allocation techniques to develop a range of portfolio options and mixes. Each option is explained so you can clearly understand the differences. Then we can help you refine the options to create a portfolio mix that is right for you.

Comprehensive Investment Management Services

• Helping you define your investment objectives
• Analyzing your risk tolerance
• Reviewing your liquidity requirements
• Matching your goals to an investment strategy
• Providing ongoing investment monitoring
• Rebalancing your portfolio
• Applying a proven investment management discipline
• Focusing on consistent, above-average performance
• Providing objective advice for fee-only services