J.M. ARBOUR, LLC

Overview

J.M. Arbour, LLC is an independent registered investment adviser formed as an LLC and focused on individual and family clients. The firm combines fee-based portfolio management and financial planning, offering percentage-of-AUM, hourly and fixed-fee arrangements. Its public profile and holdings indicate a conservative-tilted, funds-first approach: public funds and mutual funds make up its largest asset class on the books, and fixed income ETFs feature prominently among equity filings. The adviser is not positioned as an ESG specialist and does not operate as a multi-state or pension consultant adviser. Investment activity suggests a core-satellite construction: a sizeable core exposure to broad bond ETFs and mutual funds for liability and income management, supplemented by individual equity positions. The firm also uses third-party managers for alternative credit exposure rather than direct private equity or venture stakes, pointing to a preference for outsourced alternatives where liquidity, structure and manager selection are delegated. Financial planning and portfolio management for both households and small institutions form the advisory backbone.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices