Do It Yourself - Investment Management
The Arbor Investment Planner provides a diversified asset allocated model portfolio with specific buy and sell instructions for investors who manage their own money. If you are an investor who lacks the time, resources, or knowledge to research individual investments and place them in a properly diversified portfolio; the Arbor Investment Planner can provide you with everything you need to manage your own investments. The research, analysis, and asset allocation is done for you.
TOP 10 ADVANTAGES OF THE AIP MODEL:
- YOU STAY IN CONTROL OF YOUR ASSETS! With con artists (i.e. Madoff Ponzi scheme) and Triple A institutions (i.e. AIG, Citicorp, etc.) going bust it is wise to manage your own money. You stay in control. The research is done for you.
- ACHIEVE DIVERSIFICATION THROUGH ASSET ALLOCATION - Diversification is the single most important part of investment planning. Diversification through proper asset allocation is the foundation for successful investing. Failing to do so is a major downfall that keeps the average investor from saving enough for retirement and other important goals. The backbone of the planner is the Arbor Asset Allocation Model Portfolio (AAAMP) which uses an active asset allocation stragegy carefully looking for areas of opportunity where prices may not reflect their real value or potential. Diversification through proper asset allocation is employed to partially mediate several kinds of risk. The real-time portfolio usually holds 25-40 individual positions of which typically about one-third are ETFs (Exchange Traded Funds).
- FREE PERSONAL PORTFOLIO ASSET ALLOCATION ANALYSIS AND CONSULTATION ($300 value) - Included with your subscripton is personal asset allocation and consultation for your personal portfolio. A personal asset allocation portfolio analysis will help keep you on track regardless of your circumstances.
- NO PENALTY FOR HIGH OR GROWING ASSETS - Most asset or money managers charge a fee or percentage based on the assets being managed. The AIP charges a flat fee. You stay in control and pay the same low fee regardless of how large your portfolio is.
- CONFLICT OF INTEREST IS ELIMINATED - You pay a flat fee. No commissions or fees based on trading. Trade Alerts are only based on changing conditions and enhancing performance, not producing commissions or fees.
- PERSONALIZED SERVICE - If you have questions about your portfolio you can e-mail or call me. AIP in not a large impersonal institution. You matter! The AIP is built on results and word of mouth. I have to earn your renewal!
- I PUT MY MONEY WHERE MY MOUTH IS - The AAAMP is my own money! Unlike some wall street professionals who brag they have no conflict of interest because they don't invest in what they recommend; I have my own money invested in the AAAMP. I don't invest anyone's money but my own. I just share by ability, talent, education, research, and knowledge with you for a low fee.
- TRADE ALERTS, UPDATES, REMINDERS, AND SPECIAL REPORTS: Through the Arbor Investment Planner Trade Alerts the planner has the ability to alert subscribers to the purchase, sale, or change in size of position of individual investments in the AAAMP. Trade Alerts with specific buy and sell instructions are e-mailed directly to subscribers This allows you to manage your own investments without the many hours of necessary research and with the confidence recommendations are consistent with a sound asset allocaton policy. Updates and reminders keep you informed of important and/or pertinent information in a concise manner that requires a minimum of reading time.
- www.blog.ArborInvestmentPlanner.com - and Special Alerts and Reports are e-mailed to subscribers keep them informed and updated on the latest portfolio management trends as well as economic updates and market analysis. Our Financial Statistcis and Helpful Links sections provide convenient access to information for subscribers who may want to explore and learn more.
- PERFORMANCE IS EASY TO MEASURE - Unlike institutions where you open your quarterly statement and find out you lost a bundle after it’s too late, we report the performance of the portfolio with every update. The AAAMP is a real-time portfolio; every trade is made immediately after a Trade Alert is e-mailed to subscribers. Therefore the AAAMP performance figures include commissions and any expenses paid (i.e. mutual fund expenses). You can instantly compare the performance of the market, the AAAMP, and your own portfolio. The AIP helps you stay disciplined and focused.
PERFORMANCE
The Arbor Asset Allocation Model Portfolio (AAAMP) is a ALL-TIME HIGHS (12/31/2009). Why is the AAAMP at ALL-TIME HIGHS while the market is down 29% from its highs? For a short answer: www.blog.ArborInvestmentPlanner.com/?page_id=141.
For the decade ending 12/31/2009 an investment in the AAAMP has gained 120% while the same investment in the S&P500 has LOST 9%. Here is a year by year breakdown:
| Year | AAAMP | S&P500 |
| 2000 | +4.6% | <9.2%> |
| 2001 | +2.5% | <11.9%> |
| 2002 | +0.3% | <22.1%> |
| 2003 | +18.3% | +28.7% |
| 2004 | +3.2% | +10.9% |
| 2005 | +9.3% | +4.9% |
| 2006 | +15.4% | +15.8% |
| 2007 | +12.7% | +5.5% |
| 2008 | <2.0%> | <37.0%> |
| 2009 | +20.4% | +26.5% |
| Decade Total | +120.2% | < 9.2%> |
The AIP is NOT a get rich quick scheme, but a thoughtful and methodical plan where you can achieve your long term goals. Our goal is to achieve in ANY environment. This decade has proven to be one of the most difficult in history, yet the AAAMP has gained an average of 12% per year!!!
Chief Investment Officer - Arbor Asset Allocation Model Portfolio (AAAMP)
My name is Ken Faulkenberry. I have spent many years developing and honing the AAAMP to be useful to investors who want to manage their own investment portfolio. The investment environment has changed and passive investing is no longer an acceptable alternative. An active asset allocation strategy allows the portfolio to seek high rates of return by investing in areas of opportunity where prices may not reflect their real value or potential. At the same time, proper diversificaiton lowers the overall risk of the portfolio.
My background includes a Masters of Business Administration (MBA) from the University of Southern California Marshall School of Business (1986) (emphasis in investments); Bachelor of Arts, Economics, California State University, Stanislaus (1982), and 23 years of investment experience.
The AIP Philosophy
Our wealth building philosophy of proper diversification, careful asset allocation, and investing in individual companies which have strategic advantages (click here for more info.), and generate high cash flow has served us well. It has become increasingly important in this environment to also look for companies with solid balance sheets.
Our goal is to own the best mix of investments by balancing the good characteristics (growth, dividend yield, cash flow, etc.) versus the risk (market, economic, interest rates, company specific, etc.) in a way that the optimum mixture of risk and return is obtained. This philosophy allows us to be flexible, to invest in aggressive investments such as Emerging Markets, China, or Biotechnology stocks when appropriate, and be willing to stay in cash and own hedges (a conservative portfolio strategy to reduce risk) when conditions require.
Another goal is keep our subscribers focused on what is important and not get caught up in fads and trends that ultimately lead to financial ruin. We stay focused on our asset allocation and our tried and true methodology has built long term wealth. Eventhough we constantly look at our performance, we are focused on the long term and refuse to take unnecessary risk in order to boost short term performance.
For an indepth view of how the Arbor Asset Allocation Model Portfolio (AAAMP) is invested, I encourage you to read the articles on the ArborInvestmentPlanner.com Blog located at: www.blog.ArborInvestmentPlanner.com.
If your are looking for thoughtful and methodical quality portfolio management based on sound principles and discipline consider the benefits of this planner. I look forward to helping you achieve your goals. The Arbor Investment Planner will provide you with the resources to successfully manage your portfolio.
If you have any questions please e-mail me at This e-mail address is being protected from spambots. You need JavaScript enabled to view it or call 281-719-8904.
Membership Rate: $720.00 /year
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