Arbor Investment Advisors, LLC
Arbor Investment Advisors, LLC is a North Carolina-based investment adviser firm founded in 1998 and registered with the SEC since 2001. Headquartered in Winston Salem, the firm serves high net worth individuals, charitable organizations, and pension/profit sharing plans, managing nearly $1 billion in assets. Arbor is a boutique advisory with around 8 employees.
Investment Strategy
Arbor Investment Advisors provides discretionary and non-discretionary portfolio management for high-net-worth individuals and select institutional clients. Its strategy uses diversified asset allocation primarily through ETFs and individual equities, balancing growth with risk control. The firm emphasizes personalized advisory, long-term growth, and prudent diversification. Arbor's portfolios typically utilize broad exposure to US and international markets, fixed income, and alternatives for stability and performance.
Top Holdings
Equity Positions (127)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IWB | iShares Russell 1000 ETF | 14.00% | $110.2M | 301,629 | $117.44 | $365.48 | -$7.5M |
P PRF | Invesco FTSE RAFI US 1000 ETF | 11.82% | $93.1M | 2,058,963 | $25.02 | $45.21 | -$3.0M |
V VEA | Vanguard FTSE Developed Markets ETF | 11.21% | $88.3M | 1,473,187 | $41.53 | $59.92 | -$1.0M |
T TFLO | iShares Treasury Floating Rate Bond ETF | 8.28% | $65.2M | 1,289,754 | $50.58 | $50.59 | -$3.2M |
B BSV | Vanguard Short-Term Bond ETF | 6.08% | $47.9M | 607,397 | $77.25 | $78.91 | +$250.2K |