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.
Dividend Value Builder Premium Membership
-Discover, Evaluate, and Compare 300+ Dividend Stocks & ETFs Without Emotional Bias-
Designed for investors seeking a disciplined, value-oriented approach to dividend growth, income, and total return investing.
What You Get:
✓ AAAMP Dividend Value Monitor
- 24 issues per year featuring stocks and ETFs trading below our target BUY prices.
✓ Dividend Value Builder Newsletter
- 24 issues per year covering dividend stocks, valuation analysis, quality assessments, and projected return opportunities.
✓ AAAMP Dividend Growth & Income (DGI) Portfolio
- Real-time portfolio updates and trade alerts so you know exactly when changes occur.
✓ Research Driven by Intrinsic Value and Margin of Safety
- A disciplined process focused on valuation rather than market forecasts or emotions.
Automatic annual renewal - Your membership rate is locked in forever and will never increase as long as you remain an active member.
- No Risk 30-Day 100% Money Back Guarantee (First-Time Reviews Only).
- 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!
AAAMP Portfolios Premium Membership
- The Ultimate All-Access Pass For Serious Dividend, ETF, and Value Investors -What You Get:
- AAAMP Dividend Value Monitor (24 Issues/year)
-Dividend Value Builder (24 Issues/year)
-DVB Excel Spreadsheet (24 Issues/year)
-Portfolio Updates & Trade Alerts (know exactly when changes occur):
- ALL AAAMP Portfolios are real-time asset allocation portfolios (equities & income) and include specific & concise trade alerts e-mailed before every transaction.
- Allocations are dividend between Global Stocks (Prosperity), Hard Assets (Inflation), Bonds (Safety), and Short-Term Income (Liquidity).
- AAAMP Treasure Trove Dividend (TTD) - uses a value approach concentrating on companies with sustained dividend growth over many years, catering to both growth and income-oriented investors. #1 priority is avoiding large drawdowns.
- AAAMP Global Dividend Value (GDV) - is a moderate/flexible asset allocation portfolio, our highest-quality global growth & income portfolio, designed for retirement and growth-oriented investors.
- AAAMP Dividend Growth & Income (DGI) - is an aggressive/flexible asset allocation portfolio employing sector and quality diversification to maximize total return. It is tailored for investors seeking a balanced mix of dividend income and growth.
- AAAMP Global Value (GV) - is designed for investors seeking high total returns through global investment opportunities. With its conservative yet flexible asset allocation, this portfolio caters to both retirees and growth-oriented investors.
- AAAMP Global Value Aggressive (GVA) is one of our more aggressive portfolios and a long term growth portfolio option. Our goal is to build wealth with an approach that invests aggressively but with a healthy dose of risk management.This is the more aggressive brother of our more conservative Global Value portfolio. The GVA will hold many of the same investments but with a sprinkling of higher return/higher risk investments and a more aggressive overall asset allocation.
- AAAMP Global Conservative Income (GCI) - is our most conservative global asset allocation portfolio, featuring high quality assets. It is tailored for retirees and to be a secondary option for investors seeking income with reduced risk and enhanced stability compared to other AAAMP Portfolios.
- AAAMP Global High Income (GHI) - flexible asset allocation portfolio holding individaul asset with above average yields and risks, making it an excellent complimentary choice for investors seeking higher returens and greater diversification in a secondary portfolio.
- Exclusive member only e-mails (Spreadsheet insights, Ken’s Commentary, and special learning experiences)
-All current and future AAAMP Services included (no hidden upgrades).
-Price locked in forever - guaranteed no increases.
-Personal individual support directly from Ken.
- AAAMP Portfolios memberships are by invitation only. I want to make sure my service is right for you before you invest in my service. Prices as low as $599/year. Call or Text Ken Faulkenberry @ 832-585-7618 or KFinvest@aol.com for a no obligation preview of all service and invitation to join.
Have Questions?
Call me directly at 832-585-7618.
Ken Faulkenberry