Arbor Trust Wealth Advisors, LLC
Arbor Trust Wealth Advisors, LLC is an SEC-registered investment adviser headquartered in Ann Arbor, Michigan. The firm provides investment advisory services, including investment management and financial planning, primarily to retail investors. Founded by experienced wealth management professionals, Arbor Trust emphasizes fiduciary responsibility, independent advice, and personalized client service. As of the most recent filings, the firm operates with a small team of dedicated advisors serving clients seeking to define, enhance, and protect their wealth.
Investment Strategy
Arbor Trust Wealth Advisors provides investment management and financial planning services tailored to the goals, objectives, and risk tolerance of each client. Their approach typically includes constructing portfolios using individual equities, fixed income securities, mutual funds, and exchange-traded funds (ETFs). The firm acts as a fiduciary, focusing on independent, objective advice without outside influence, and leverages strategic third-party relationships, such as with Tri-Star Trust Bank for fiduciary services and Charles Schwab as custodian. The emphasis is on long-term integrated financial planning and protecting client wealth.
Top Holdings
Equity Positions (84)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JCPB | J P MORGAN EXCHANGE TRADED F | 5.04% | $10.3M | 218,789 | $46.18 | $47.06 | -$626.3K |
S SCHG | SCHWAB STRATEGIC TR | 4.80% | $9.8M | 336,226 | $14.99 | $29.21 | +$326.8K |
S SCHM | SCHWAB STRATEGIC TR | 4.70% | $9.6M | 342,440 | $21.44 | $28.05 | -$719.5K |
S SCHF | SCHWAB STRATEGIC TR | 4.31% | $8.8M | 399,129 | $17.56 | $22.10 | -$443.2K |
A ABBV | ABBVIE INC | 4.09% | $8.4M | 45,090 | $92.36 | $185.62 | -$1.2M |