Arbor Asset Management LLC, founded in 1996, is a independent Registered Investment Advisor. We work with our clients to understand, identify and manage their investments needs within the context of a financial plan. With stated goals and objectives, we take responsibility for the selection, trading and administration of their individual investments, while staying within the stated boundaries of the client's risk parameter. Starting without any clients, we have grown to over $350 million in assets under management.
We are a team of credentialed, experienced and educated professionals with deep knowledge of markets, investments and finance.
As Registered Investment Advisors we are fiduciaries, as such, we are transparent and accountable, always putting our clients best interest first.
We are independent, without affiliation to any banks, broker/dealers or insurance companies, keeping us free from conflicts of interests.