Arbor Capital Management Inc. /adv
Arbor Capital Management Inc. is a state-registered investment adviser headquartered in Anchorage, Alaska, founded in 1997. Led by principal owners Matthew Kolesky, Ty Schommer, and Kirby Houchin, the firm provides discretionary and non-discretionary investment management and consulting services to individual and institutional clients. Arbor Capital tailors portfolios to each client's goals, risk tolerance, and circumstances, including mutual funds, equities, bonds, ETFs, REITs, digital assets, and more. The firm also offers business development consulting for digital asset custodians and technology platforms through its Arbor Digital division. Arbor Capital serves clients across the United States and acts as a fiduciary, with a focus on personalized financial planning and asset management.
Investment Strategy
Arbor Capital Management Inc. develops customized investment portfolios for clients based on their individual Investment Policy Statement (IPS) that captures financial goals, risk tolerance, and personal circumstances. The firm manages portfolios using a mix of asset classes, including equities, bonds, mutual funds, ETFs, REITs, government securities, and digital assets. Their approach is both discretionary and non-discretionary, allowing for ongoing rebalancing and adjustments tailored to each client's progress and market changes. Arbor also provides digital asset consulting to technology and custody platforms, emphasizing fiduciary responsibility and client-specific planning.
Top Holdings
Equity Positions (102)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ARKK | ARK ETF TR | 3.76% | $4.3M | 58,278 | $51.43 | $70.29 | +$1.8M |
F FBTC | FIDELITY WISE ORIGIN BITCOIN | 3.46% | $4.0M | 40,191 | $66.85 | $93.99 | +$1.5M |
A AMZN | AMAZON COM INC | 3.25% | $3.7M | 16,214 | $179.23 | $219.39 | +$668.7K |
M MSFT | MICROSOFT CORP | 2.79% | $3.2M | 6,084 | $343.98 | $497.41 | +$1.0M |
C COIN | COINBASE GLOBAL INC | 2.69% | $3.1M | 8,390 | $248.95 | $350.49 | +$1.8M |