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| Additional information |
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| Arbor Investment Advisors |
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Overview:
Arbor Investment Advisors, independent and privately owned, provides fee-only, customized investment advice and strategic asset management to high-net-worth individuals, foundations and retirement plans. |
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History:
In 1997, Jim Martin created a business plan for a fee-based investment management business to be based in Winston-Salem. At the time, Jim was the Southeastern U.S. Regional Director for Frank Russell Company and grew assets under management to more than $2 billion, working with corporate and institutional investment clients. Jim's vision was to offer an institutional approach - asset allocation, diversification, low-cost investment vehicles and fee-based management – to high-net-worth individuals, retirement plans and foundations, and to deliver first-class personal service.
An advisory panel was recruited to review the business plan and to give executive guidance. Advisory members included Bill Davis, Charles Hauser, Chip Linville, Frank Murphy, George Newton, Fletcher Steele and J.D. Wilson.
In early 1998, Arbor Investment Advisors opened its business in the BB&T headquarters building at 200 West 2nd Street, within the offices of Holden & Mickey, an insurance and financial services firm. The Principals of this firm, Chip Holden and John Mickey, invested in Arbor as minority partners. Paige Birchfield was hired as the first employee for administration and operations.
In October of 1998, Frank Lord was retained as a consultant to audit and review internal procedures. Frank quickly became an important part of the team and joined Arbor full-time as an investment advisor and Principal.
In 2001, Arbor and Holden & Mickey moved their corporate offices to 100 North Cherry Street. Arbor continued to grow in assets under management, client accounts and employees.
Scott Cawood joined the firm as an investment advisor and Principal in September 2003 after a career in risk management with Wachovia. Having attained his Chartered Financial Analyst® (CFA®) designation, Scott took on the role of Chief Investment Officer. In December 2004, Arbor's assets under management reached the $100 million mark. April Beason joined Paige in the growing operations function in March 2005.
In May 2006, Scott Jones, who had worked as an intern at Arbor while pursuing his MBA at Wake Forest University, left Wachovia's Philadelphia Wealth Management office to join Arbor as an investment advisor and Principal. In 2008, Arbor celebrated its ten year anniversary. Also, Frank Lord retired as an investment advisor and transitioned his responsibilities as Chief Financial Officer to Scott Jones.
In March 2011, Bill Hollan joined as an investment advisor and Principal after an 11-year career at BB&T. Soon after, Arbor’s Principals purchased the former fire station on the edge of Old Salem for its new corporate headquarters. Judy Ward joined Arbor as office administrator in July 2011, and coordinated the move. After a complete renovation transformed the building into dedicated office space, Arbor relocated to its 300 South Main Street location in September of the same year. Most recently, in September 2013 Jenna Craver joined Arbor as the newest member of our Operations team.
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| Toll Free:
+1 866 416 7307 |
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