ARBOR INVESTMENT MANAGEMENT

Overview

Arbor Investment Management is a privately owned LLC that provides fee-based portfolio management primarily to individual and family clients. The firm is SEC-registered as of 2024 and runs discretionary portfolios for individuals and small businesses, charging a percentage of assets under management. Arbor’s stated investment preference is equities, and its operating profile shows a concentrated use of exchange-traded instruments as the backbone of client portfolios. The firm is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. In practice Arbor combines a traditional equity-first approach with selected allocations to third-party alternative managers in sectors such as real estate, commodities, and oil & gas. Its advisory activity centers on customized portfolio management for affluent private clients, relying on publicly traded equities and liquid fixed income for core exposure while layering external alternative strategies and insurance products where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices