Arbor Capital Management, Inc.


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ABOUT OUR SERVICES

At Arbor Capital Management we are committed to fully understanding your investment needs and goals. To guide our relationship we will work with you to develop a Personal Investment Plan using the consistent process outlined below.

1. Assess your values and goals.

Your Personal Investment Plan is created after thorough profiling of your values and goals. From this profile we prepare an extensive financial forecast for your review and approval.

2. Determine an investment strategy.

Included in your Personal Investment Plan will be an asset allocation proposal that appropriately balances your desired rate of return with an acceptable level of volatility (risk). This ensures you receive the most appropriate investment selections.

3. Allocate your assets.

Once your Personal Investment Plan is created and approved, the advisors at Arbor Capital Management will allocate your assets accordingly by investing in the highest quality opportunities in each appropriate asset class.

4. Continually monitor your portfolio.

We frequently rebalance your portfolio, ensuring the desired asset allocation strategy is maintained.

5. Review and reassess your needs.

We realize your needs and investment objectives will change over time. As this occurs, we will reformulate your Personal Investment Plan accordingly.