Insights

High Net Worth Focus Arbor Capital Management specializes in serving high net worth individuals, family businesses, and institutional clients, offering opportunities to tailor premium financial services and wealth management solutions to clients with significant assets.

Recent Acquisition Opportunity Following its acquisition by F.L.Putnam Investment Management Company in July 2024, there is potential for collaboration or integration to leverage combined client bases and expand service offerings.

Client-Centric Model As a pure asset manager emphasizing transparency and client priorities without product sales or commissions, Arbor presents an attractive proposition for clients seeking independent, fee-only financial planning, opening doors for strategic partnerships.

Growth Potential in Assets With reported revenues between 1 million and 10 million dollars and a focus on diversified wealth preservation and growth, there is scope to develop high-touch, customized investment solutions for affluent clients and institutions.

Digital Engagement Strategy Utilizing modern web tools like Cloudflare, Google Tag Manager, and social media platforms indicates an opportunity to enhance digital outreach and lead generation efforts targeting high net worth prospects.

Similar companies to Arbor Capital Management

Arbor Capital Management Tech Stack

Arbor Capital Management uses 8 technology products and services including Cloudflare Web Optimizations, RSS, Wistia, and more. Explore Arbor Capital Management 's tech stack below.

Cloudflare Web Optimizations
Analytics
RSS
Content Management System
Wistia
Online Video Platforms
WPBakery
Page Builders
PHP
Programming Languages
Google Tag Manager
Tag Management
jQuery Waypoints
Web Tools And Plugins
Facebook
Widgets

Media & News

F.L.Putnam Investment Management Company acquired Arbor Capital Management Corp. on Jul 25th '24.
LYNNFIELD, Mass., July 25, 2024 - F.L.Putnam Investment Management Company today announced that it has acquired independent registered investment advisors Arbor Capital Management Corp. in Amherst, New York, Four Ponds Financial Planning LLC in Mashpee, Massachusetts, and Ascension Asset Management LLC in New York City.
Jul 25, 2024 | flputnam.com

Arbor Capital Management 's Email Address Formats

Arbor Capital Management uses at least 1 format(s):

Arbor Capital Management Email Formats	Example	Percentage
Last@arborcapitalmgt.com	Doe@arborcapitalmgt.com	67%
FLast@arborcapitalmgt.com	JDoe@arborcapitalmgt.com	33%

Frequently Asked Questions

Where is Arbor Capital Management 's headquarters located?

Arbor Capital Management 's main headquarters is located at 100 Corporate Parkway Suite 308 Buffalo, New York 14226 United States. The company has employees across 1 continents, including North America.

What is Arbor Capital Management 's official website and social media links?

Arbor Capital Management 's official website is arborcapitalmgt.com and has social profiles on LinkedIn.

What is Arbor Capital Management 's NAICS code?

Arbor Capital Management 's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Arbor Capital Management have currently?

As of February 2026, Arbor Capital Management has approximately 12 employees across 1 continents, including North America. Key team members include Chief Investment Officer: J. C.Chief Compliance Officer: B. E.Chief Investment Officer: G. C.. Explore Arbor Capital Management 's employee directory with LeadIQ.

What industry does Arbor Capital Management belong to?

Arbor Capital Management operates in the Investment Management industry.

What technology does Arbor Capital Management use?

Arbor Capital Management 's tech stack includes Cloudflare Web OptimizationsRSSWistiaWPBakeryPHPGoogle Tag ManagerjQuery WaypointsFacebook.

What is Arbor Capital Management 's email format?

Arbor Capital Management 's email format typically follows the pattern of Last@arborcapitalmgt.com. Find more Arbor Capital Management email formats with LeadIQ.

When was Arbor Capital Management founded?

Arbor Capital Management was founded in 1995.

Arbor Capital Management

Q: How many employees does Arbor Capital Management have currently?

Arbor Capital Management has approximately 12 employees.

Q: What technology does Arbor Capital Management use?

Arbor Capital Management 's tech stack includes jQuery, Priority Hints, HTTP/3, Facebook, Twemoji.

Q: What is Arbor Capital Management 's NAICS code?

Arbor Capital Management 's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementNew York, United States11-50 Employees

Arbor Capital Management is an investment management firm that emphasizes transparent, ethics-driven decision making. Investment choices are based on each client's goals, objectives, and time horizon, and services are offered on a fee-only basis to avoid external influence. The firm eschews product sales or commissions in favor of a client-centered approach focused on both growth and wealth preservation.

Headquartered in Buffalo, New York, Arbor Capital Management serves high-net-worth individuals, family businesses, people nearing retirement, and institutions. Client assets span roughly from half a million dollars to hundreds of millions of dollars. Its operating philosophy emphasizes relationships, clarity, service, and performance, aligning decisions with what is best for client portfolios rather than external incentives.

Company Overview

Headquarters: 100 Corporate Parkway Suite 308 Buffalo, New York 14226 United States
Website: arborcapitalmgt.com
NAICS Code: 5239 - Other Financial Investment Activities
Founded: 1995
Employees: 11-50