Arbor Capital Management Corp

SEC-regulated
Registered investment advisor
Arbor Capital Management Corp. is an SEC-registered investment adviser established in 1995, located in Amherst, NY. The firm specializes in providing individual portfolio management and pension consulting services. They offer asset management based on clients' needs, with a focus on goals, risk tolerance, and liquidity needs. Clients can impose restrictions on investments and have the option for discretionary or non-discretionary account management. The firm also offers IRA rollover recommendations and fiduciary services under the Employee Retirement Income Security Act. Arbor Capital Management charges fees based on a tiered structure for individual portfolio management and negotiates fees on a client-by-client basis. The firm participates in wrap fee programs and offers consulting services on a fee basis. They do not offer performance-based fees or side-by-side management. The firm provides investment discretion, allowing them to determine securities to buy or sell without client approval. The investment philosophy of the firm focuses on equity discipline, combining top-down and bottom-up approaches for investment decisions. They also offer fixed income strategies based on interest rate anticipation and sector rotation. Arbor Capital Management has no reportable disciplinary history and maintains a Code of Ethics to ensure compliance with regulatory obligations and client interests. The firm has a robust internal control system overseen by the President and Chief Compliance Officer.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This company does not appear to be registered with Unbiased therefore we cannot match you to their services. Please complete our convenient online form to find a tailored advisor perfectly suited to your needs.

We can advise you on

Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].

Find your perfect
advisor

Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting