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Welcome!!

Thank you for taking time to visit us today. Most likely you are here to inquire if we are the right independent financial advisory firm for you. At Arbor Capital Management we work with a limited number of successful individuals, families and organizations for whom we can have a substantial positive impact.

My Invitation

We invite you to sit down with us in our conference room for a private, in-depth Retirement Income Analysis “Discovery Meeting”. Our Discovery Meeting is designed to uncover your most important unique financial needs and desires. We accomplish this by a methodology increasing becoming less experienced by financial industry clients these days; we stop talking and we actively listen.

After taking whatever time is required to truly understand your unique needs and desires I will ask you a series of easy questions, and, based on your answers, if it appears unlikely that we can make a strong positive impact for you I will be more than happy to refer you to another firm that might better fit your needs.

At your Discovery Meeting we will also educate you as to how we manage our client relationships. This includes information such as how fee’s are charged and collected for the services we perform on your behalf as well as the relationship you and Arbor Capital Management have with Charles Schwab Inc, the custodian of our client’s assets.

Shortly after your Discovery meeting we will invite you back to our conference room for an Investment Plan Meeting which includes the presentation of your detailed Retirement Income Analysis. This presentation is not the commonly seen “cookie cutter” worksheets used in the financial services industry. This presentation will include your personalized Investment Policy Statement, your Retirement Income Analysis and your recommended portfolio composition. All are custom designed to address your unique personal situation. The presentation of your analysis will outline the detailed steps needed to purchase the most appropriate assets to cover the ever increasing costs of the independence and dignity you desire. Feel free to inquire about the comprehensive details provided in this analysis.

During the Investment Plan Meeting we will make every effort to answer all questions you may have. Once the Investment Plan Meeting is completed we will ask you to take some time and go home to review the Investment Plan we have put together for you. If you wish to implement the investment plan we have built for you we will invite you back once more to our conference room for a “Mutual Commitment Meeting”. At this meeting we make the mutual commitment to work together to pursue your unique financial needs and desires. This is where and when we will begin the necessary document preparation process to implement your investment plan.

Up to the day of the Mutual Commitment Meeting and your subsequently becoming a valued client at Arbor Capital Management there are no charges, fees or any obligation what-so-ever. Your Discovery and Investment Plan Meeting, including the Retirement Income Analysis are provided free and without any obligation to provide you an opportunity to discover how we manage client relationships and hopefully have you realize the value we will be providing as your Independent Investment Advisors.

Due to the very high level of service and the hard work we do for each of our clients, Arbor Capital Management requires a minimum initial portfolio value funding of $250,000. If you are contemplating retirement in the foreseeable future, or are awaiting other future financial events, talk with us, we are quite flexible under the right circumstances.

Take The Next Step: Request Your Discovery Meeting!

Take the time to start the planning process and analysis of your retirement needs well before your retirement date. Even if your retirement is a year or two or away, start the planning process now!

To help you get started; after making a request to discuss your Discovery Meeting we will e-mail you a copy of:

The Answers to 46 Frequently Asked Questions About Retirement

This ten page report is filled with answers to the most commonly asked questions regarding transitioning into retirement, including detailed social security issues, required retirement plan taxation and distribution issues as well as a very useful “Years Until Capital Is Depleted” table utilizing rates of expected return and yearly withdrawal percentage rates.

Regardless if the outcome of our initial conversations results in a scheduled Discovery Meeting, the publication is yours to keep as our way of saying Thank You for your interest in the professional independent investment advisory services we provide.

YES! Please send me additional information about Arbor Capital Management and scheduling a no cost or obligation Discovery Meeting. By making the request I will also receive: “The Answers to 46 Frequently Asked Questions About Retirement.”

Experience

Retirement Income Planning for pre retiree’s and retirement income asset management is what I do and what I have done for over twenty one years here in Juneau. Eleven of those past years have been with Arbor Capital Management. During those twenty one years I have helped hundreds of client's transition into retirement with knowledge, piece of mind, and confidence. I am not a “be everything to everybody” broker found in faceless corporations whose names and ownership continually change. I don’t reach into our financial services toolbox and always come up holding an insurance policy. I don’t chase the latest ETF or sector funds with complicated ever changing asset allocation strategies that change with the latest news headlines. I listen, I plan and I implement a set of solutions purposefully designed to meet each client’s unique needs, desires and tolerance for risk. I would be pleased to provide you a resume and references to clients with whom relationships go back decades.

Fair Fee Structure

At Arbor Capital Management, we pride ourselves in offering private, personalized portfolio management services with a fair fee structure based solely on a percentage of assets under management. We believe this is crucial to our goal of developing long-term client relationships based on candid advice, openness, and mutual benefit.

My Promise To You I can promise you that through all the years that we work together, you will never find another investment advisor who'll care more about you and your family, or who'll be more deeply committed to the realization of your financial goals. I promise to invest your capital as carefully as I do my own, because I know that your hopes for your family's future are every bit as sacred to you as mine are to me. I commit to tell you the plain, unvarnished truth at all times, especially when you may not want to hear it. When you ask me a question the answer to which I don't know, I promise always to say 'I don't know' - and then to move heaven and earth to get you the answer. If we work together, in that spirit of mutual trust, there's nothing within reason that we can't accomplish.

Our Fiduciary Responsibility

As a Registered Investment Advisor, we have a clearly defined legal fiduciary responsibility to represent only our clients’ interests. As an independent money management firm, we have no vested interest in any of the prepackaged investment products or services typically offered by brokerage firms and insurance companies. Our only focus is to select the best investment opportunities available to effectively and efficiently manage your portfolio.

Your Account

Charles Schwab & Co., Inc. has been selected as one of Arbor Capital Management's primary custodians to hold and safe-keep our clients' assets. Clients with Charles Schwab & Co., Inc. as a custodian receive periodic account statements and trade confirmations from Charles Schwab & Co., Inc. Through the Schwab Alliance website, Arbor Capital Management clients can view account positions and balances as well as make administrative choices regarding account documentation. To establish a user name and password for the Schwab Alliance website, you can phone the Schwab Alliance representatives at 800-515-2157. In addition to the Charles Schwab & Co., Inc. periodic account statements, Arbor Capital Management separately provides extensive gain loss analysis, income, and asset allocation reporting. Please contact us and ask us to provide you a sample of Arbor Capital Management's quarterly reports along with answers to any questions you may have.

THANK YOU for taking the time to visit us.

It is truly appreciated!

Fill out the request form to take your first step.