Below please find a copy of our firm’s disclosure brochure, Form ADV. This current version of our disclosure, it is also available through the Investment Adviser Public Disclosure system at www.adviserinfo.sec.gov.
Arbor Financial Services Form ADV
Physical copies are also available upon request, please reach out to us via email or phone 630-701-9080 to request one to be mailed to your residence.
Additionally, we would like to make you aware of the following:
- We are required to adopt a code of ethics and provide a copy of our code of ethics to clients upon request. The current version of our code of ethics is available to you by contacting our firm at the telephone number above or replying to this email.
- Contact your advisory representative immediately if you have had any changes in your investment objectives or financial circumstances. Any changes could impact how we manage your portfolio and will become part of your client file. You should also contact us at any time during the year if your investment goals or financial circumstances change.
- Should you hold equity securities in your portfolio, you will be responsible for the voting of proxies with regard to those investments. We do not vote client proxies.
As always, we welcome your questions and comments at any time, and thank you for your continued confidence in us.