At Arbor Trust Wealth Advisors, our connection to you is both professional and personal. We sit face to face with you, not just as highly credentialed financial specialists but also as highly engaged people committed to helping you achieve your goals and dreams.
Your experience is a direct reflection of our dedication to help make your hopes and dreams a reality, from our first meeting with you through the transfer of wealth to future generations. From securing a retirement that allows you to live the life you envision to preserving assets for your heirs, our discovery process is an intensive fact-finding exercise where we get to know you, your tolerance for risk, your dreams for the future, and your concerns about today. This crucial first step helps clarify and understand your relationship with your wealth and what you hope to achieve with it.
Ongoing Holistic Financial Advice
In addition to phone and email contact and our newsletters, we schedule periodic review meetings with you to review your investment portfolio and progress toward your goals. Your advisor and planner will work together to find financial planning strategies tailored to your situation. We will also work with your insurance, estate planning and tax advisors — or we can introduce you to local experts in these areas — to integrate their insights with our comprehensive advice.
Investment Philosophy
Our investment philosophy is created by our investment committee. We meet regularly to discuss how the global financial world shapes your life and your wealth:
- We study macroeconomic forces both domestically and internationally.
- We construct our asset allocation recommendations by focusing on both the short-term and long-term opportunity and risk profiles of the investments we use.
- We create our diversification strategies by assessing the individual needs of each client and then matching those needs to appropriate investment vehicles.
- Our investment process combines quantitative and qualitative analysis of performance and investment philosophy to ensure the needs of our clients are appropriately met.
- We challenge ourselves regularly through internal discussions. Our team’s long-term working relationship has fostered bringing the best practices and executions for our clients.
Exceptional Service for All Clients
One of our firm’s main goals is to provide you with the very best both in service and attention. We commit ourselves to communicating with you on a regular basis. When you need something, we hold ourselves accountable to be responsive to your requests. We pride ourselves on attention to every detail — because there are no small details in helping you achieve your goals. When it comes to promoting and preserving your long-term financial well-being, we are absolutely dedicated to serving you.