ARBOR INVESTMENT Overview
Arbor Investment Advisors Llc is an investment advisor that manages 443.2 MM dollars in regulatory AUM and has 8 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 09/30/20. The fund's latest filing disclosed 383MM in positions, representing 86% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 09/30/20. The fund's latest filing disclosed 383MM in positions, representing 86% of the manager's regulatory AUM.
ARBOR INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
ARBOR INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IWB | 17.57% | ETF | 17.02% | 0.3% | 0 | 5% | ||
| PRF | 11.62% | ETF | 23.43% | 0.92% | 3 | 1% | ||
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FEATURED IN
ARBOR INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James E. Martin | Chairman | March-1998 |
| Scott E. Cawood | Chief Executive Officer And Chief Investment Officer | September-2003 |
| Scott D. Jones | Chief Financial Officer, Treasurer, Secretary | June-2006 |
| William E. Hollan | Security Holder | March-2011 |
| Paige Pruitt Birchfield | Chief Operating Officer | March-2015 |
| April Y Beason | Chief Compliance Officer | March-2015 |
ARBOR INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
ARBOR INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
A. The Registrant may utilize the following methods of security analysis:
Registrant typically utilizes asset allocation models designed to demonstrate a range of portfolio options based on a combination of asset classes. Portfolios are normally structured utilizing exchange traded funds, no-load open-end mutual funds and closed-end funds. Recommendations regarding individual securities are generally limited to working with clients to determine whether to retain securities already held by the client at the inception of Registrant’s management of the portfolio.
Registrant regularly obtains investment information and research materials from third parties. This includes economic and financial market commentaries, portfolio management selection and a variety of other investment research materials.
Registrant’s approach to investment management has evolved from Modern Port...
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A. The Registrant may utilize the following methods of security analysis:
Registrant typically utilizes asset allocation models designed to demonstrate a range of portfolio options based on a combination of asset classes. Portfolios are normally structured utilizing exchange traded funds, no-load open-end mutual funds and closed-end funds. Recommendations regarding individual securities are generally limited to working with clients to determine whether to retain securities already held by the client at the inception of Registrant’s management of the portfolio.
Registrant regularly obtains investment information and research materials from third parties. This includes economic and financial market commentaries, portfolio management selection and a variety of other investment research materials.
Registrant’s approach to investment management has evolved from Modern Port...
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ARBOR INVESTMENT Portfolio Concentration
ARBOR INVESTMENT Location
300 SOUTH MAIN STREET
WINSTON SALEM, North Carolina
UNITED STATES, 27101
WINSTON SALEM, North Carolina
UNITED STATES, 27101
ARBOR INVESTMENT Contact Information
Phone Number: 336-777-1677
Fax Number: 888-761-1120
Website: http://arborinvest.com/
Fax Number: 888-761-1120
Website: http://arborinvest.com/
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