Arbor Wealth Management sees growing trend among new clients

Published: Tuesday, January 15, 2013 at 04:49 PM.

And of course, most savvy investors no longer accept the traditional “Buy and Hold” mentality. We offer a “Buy and Manage” investment style. After 2008, it’s not difficult to convince clients that we’re doing the right thing for them by providing ongoing oversight and periodic rebalancing. 

 

Question: How do you avoid those sharp downturns?

Arbor Wealth: We employ a defensive investing style designed to minimize losses in down markets. Each of our portfolio strategies is custom created, so it varies with each client’s goals and risk tolerance, but for folks in retirement, wealth preservation is paramount. We emphasize U.S. corporations with a broad global footprint that offer staple consumer items, utilities, and essential service bonds. We may underperform an up market, but our goal is to outperform a down market. 



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