Our Special Situations Portfolio offers a unique wealth diversification tool for high net worth individuals and institutional investors interested in reducing exposure to general market risk. Special Situations Portfolio accounts are managed separately from but in conjunction with our regular managed accounts. The Special Situations Portfolios seek to achieve superior investment returns by focusing primarily on investment spreads available in publicly traded equities involved in mergers and acquisitions. By focusing our intensive research efforts on already established buyout/takeover deals we limit risk to the deal in question and minimize exposure to general market gyrations.

Please take a moment to read our Special Situations Portfolio brochure (see below) or contact an Arbor Capital Management account manager to determine if this unique style of investment account is right for you.