Bringing You the Best of ALL Worlds!
Arbor Point Advisors brings independent advisors the best in technology, practice management and growth programs from industry thought-leaders Securities America, Orion Advisor Services and custodians with highly recognized consumer brands.
Arbor Point Advisors' unrivaled technology platform, provided by Orion Advisor Services, offers electronic new account processing, advisory fee billing, performance reporting, model rebalancing and trading, advisor-branded web access and mobile apps, business metric reporting and systems training and support.Our compliance and supervision program provides a holistic, risk-based approach to compliance through access to seasoned industry professionals and leading technology. Our team of experts will ensure your office stays current with the most recent regulations enacted at the state and federal levels.
Arbor Point Advisors offers a deep well of programs and products, fostering your success with robust advisory programs, a flexible asset management platform, an extensive list of approved products, separate account access with an open-architecture managed account platform, direct access to third-party money managers and financial planning — one of the fastest growing segments of the financial services industry.
We understand the transition process sets the tone for what you and your clients can expect from Arbor Point. We’re committed to taking the steps necessary to ensure your transition is as seamless and easy as possible, starting with our state-of-the-art paperless on-boarding system. Our Transition Team has years of industry experience backed by a strong knowledge of all the inner workings of Arbor Point Advisors.
Arbor Point offers advisors a full range of support and services, enhancing your business with comprehensive and personalized training programs, coaching and marketing tools and resources. We provide proven ideas to help you manage a more effective, profitable and satisfying practice. As your advocates, your personal service team at Arbor Point allows you to experience a more personalized and knowledgeable level of expertise when you call. Plus, through Securities America’s parent company Ladenburg Thalmann, Arbor Point Advisors offers The Wealth Management Advantage – a comprehensive suite of wealth management tools, services and resources.