About Ken Faulkenberry

Ken Faulkenberry

Many investors lack the time, resources, or knowledge to successfully manage their investment decisions. This causes many to pay high management fees and give too much control over their retirement portfolio to outsiders. Other investors make emotional decisions that include investing too aggressively at high prices and too conservatively at bargain prices.

My name is Ken Faulkenberry, founder of the Arbor Investment Planner. I spend my time and energy educating and empowering individual investors to manage their own investment portfolio.


I focus on ideas and concepts important to the self directed investor. My investing strategies are inspired by Benjamin Graham (The Intelligent Investor) and Howard Marks (The Most Important Thing).

My philosophy puts special emphasis on value investing strategies; requiring a margin of safety, risk management, proper asset allocation and diversification, and avoiding behavioral errors.

The largest risk in investing comes from the behavior of the investor. Better than average returns can be achieved by putting an emphasis on value and price and avoiding behavioral errors. I’m proud that Arbor Investment Planner subscribers have the tools to avoid the pitfalls that torpedo investor returns.

This is not a get rich quick plan, nor do I offer any risky short cuts to financial wealth. It is quite the opposite. I am dedicated to helping investors implement sound risk adverse investment strategies that build wealth little by little.

Model Investing Guides

The Arbor Investment Planner Newsletters are different because they emphasize minimizing portfolio drawdowns. These premium services are easy to follow, allow you to save hundreds of thousands in fees, avoid investment fraud, and stay in control of the most important financial endeavor of your lifetime.

All Arbor Portfolios and individual investments are part of my personal retirement portfolio. In other words, I put my money where my mouth is.

Dividend Stock Research and Asset Allocation Portfolios

The Arbor Investment Planner offers an affordable service for every level of investor and every portfolio size.

A Dividend Value Builder Membership offers quality quantitative analysis to discover, compare, and evaluate dividend stocks without emotional bias.

An AAAMP Portfolios Membership provides asset allocation portfolios designed to assist investors in managing their own money in a minimum amount of time. The portfolios are laid out in a simple and concise manner with easy to follow specific trade alerts. The highest priority of each portfolio is minimizing large portfolio drawdowns.

We focus on ideas and concepts inspired by Benjamin Graham (The Intelligent Investor) and Howard Marks (The Most Important Thing). This philosophy puts special emphasis on value investing strategies: requiring a margin of safety, risk management, proper asset allocation, and avoiding behavioral errors.


I graduated with honors from the Marshall School of Business, University of Southern California (USC) MBA program, with an emphasis in investments in 1986. My experience includes 30 years of investment management.

I worked for over 20 years as the General Partner of an investment company in central California. Near the 2007 market top in real estate, I divested our real estate holdings and moved to a suburb of Houston, Texas to be with family.

Here in Texas I continue the work I had begun many years before assisting friends and family to successfully manage their own money with confidence for the long term. My goal is to use the principles of value investing I have learned throughout my career to provide practical investment portfolio guidance.

My Contact Information

You can contact me directly by e-mail at KFinvest@aaamp.net or call and talk to me personally at 832-585-7618.
The Arbor Investment Planner is designed to provide the empirical and emotional support you need to make wise investment decisions. Choose the plan best for YOU!


Dividend Value Builder Newsletter

Minimize Large Portfolio Drawdowns

Invest With Confidence in Less Time  -  Manage Your Portfolio Without Behavioral Errors

While Arbor Investment Planner has used reasonable efforts to obtain information from reliable sources, we make no representations or warranties as to the accuracy, reliability, or completeness of third-party information presented herein. The sole purpose of this analysis is information. Nothing presented herein is, or is intended to constitute investment advice. Consult your financial advisor before making investment decisions.

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