Strategies - Balanced Account:

In balanced accounts, the personalized portfolio policy becomes Arbor’s central reference point that serves as a long-term benchmark for your portfolio. Our balanced accounts seek to:

• Combine different asset classes to balance high returns of some with the reduced volatility of others, creating the best possible portfolio return
• Mix asset classes based on each client’s specific required return, adjusted for their individual ability to accept risk
• Combine our equity management and fixed income management decisions with cash equivalents to create a portfolio that reflects current market conditions consistent with long term client objectives
• Meet spending requirements
• Be tax-efficient
• Adapt to changing client needs

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