Arbor Investment Planner – Premium Services

Ken Faulkenberry - My Philosophy

My investment philosophy is not built around predicting the future—it is built around preparing for it. Rather than trying to forecast interest rates, inflation, or market cycles, I seek to build portfolios that can withstand a wide range of economic outcomes while preserving capital and purchasing power. The objective is not to maximize returns in any single environment, but to achieve attractive long-term returns with less risk of permanent loss.

This philosophy emphasizes diversification across asset classes, maintaining adequate liquidity, investing with a margin of safety, and preserving the flexibility to capitalize on opportunities when markets become dislocated. Because every investor has different financial goals, income needs, and tolerance for risk, I offer seven distinct model portfolios spanning a broad range of investment objectives—from capital preservation and income to global value and aggressive growth. Successful investing is often less about making bold predictions than ensuring your portfolio is positioned to prosper regardless of what the future brings.

Selecting dividend stocks can be difficult and time consuming. A Dividend Value Builder Premium Membership provides a time saving approach to discover, compare, and evaluate dividend stocks and ETFs without emotional bias. We analyze companies with fundamental quantitative analysis to estimate an intrinsic value and compare it the the current price. This provides us with a margin of safety and estimate of forward returns as the stock price gravitates toward intrinsic value over time. Each of our stocks is evaluated and receives a risk / stability grade (macro & micro) and a quality grade specific to the company.

An AAAMP Portfolios membership (see below) provides a disciplined investment management and research service designed to help investors build diversified portfolios based on valuation, risk management, and long-term asset allocation principles rather than market forecasts or emotions. The service offers multiple real-time model portfolios tailored to a wide range of investment objectives and risk tolerances, combining global equities, hard assets, inflation-protected securities, and short-term income investments. AAAMP emphasizes intrinsic value, margin of safety, capital preservation, and diversification, supported by ongoing portfolio updates, trade alerts, and allocation guidance designed to help investors navigate changing market conditions through a structured, rules-based process.

Discover, Compare, and Evaluate Stocks.

- AAAMP Portfolios -

 

AAAMP Portfolios memberships are by invitation only.  I want to make sure my service is right for you before you invest in my service. Call or Text Ken Faulkenberry @ 832-585-7618 or KFinvest@aol.com for more information and invitation to join.

AAAMP Portfolios are 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. This service provides all the resources so you can develop your own plan with confidence. I do the work, you stay in control!

The highest priority of each portfolio is minimizing large portfolio drawdowns. Asset allocation decides up to 90% of total investor returns. This is where investors make the most mistakes and the largest behavioral errors. I will help you concentrate on the aspects of investing that grow wealth little by little.

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.

Our approach is to invest defensively when valuations are high. However, we want to be ready (emotionally) and able (cash!) to invest more aggressively when a margin of safety exists. This reduces portfolio volatility and allows us to avoid large drawdowns that destroy long term returns.

I am dedicated to helping investors implement sound investment strategies, methodically build wealth, and mitigate risk. Each model portfolio is a real-time portfolio; part of my personal retirement portfolio. In other words I put my money where my mouth is!

Have Questions?

Call me directly at 832-585-7618.
Ken Faulkenberry

Disclaimer
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.

Shares
Share This