Arbor Point Advisors

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 Advisors office stays current with the most recent regulations enacted at the state and federal levels.