J.M. Arbour is a privately held multi-family office and registered investment advisor, offering fee-based investment advisory services to individuals, families, and enterprises. The firm operates as a boutique entity, providing discretionary portfolio management and private market access. With a foc…
J.M. Arbour is a privately held multi-family office and registered investment advisor, offering fee-based investment advisory services to individuals, families, and enterprises. The firm operates as a boutique entity, providing discretionary portfolio management and private market access. With a focus on risk-aware and tax-efficient strategies, J.M. Arbour emphasizes transparent compensation tied to a percentage of assets under management. The company is led by CEO Jac M. Arbour, a Certified Financial Planner, and employs around 100 professionals, including financial planners and investment advisors.
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