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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-16-2019
- Office Locations
- 1
Office Locations
About Arborfi Advisors, LLC
ArborFi Advisors is a fee-only, fiduciary financial planning and investment management firm in Ann Arbor. The CFP-led team provides comprehensive planning, investment management, and family wealth advisory for individuals and families (including business owners), with commission-free, client-specific portfolio guidance often using ETFs and index funds. Boutique model with limited relationships and direct work with the co-founders—no handoffs.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Owner & Executives
THOMAS JEROME COSTIGAN
Investment Advisor, Managing Member
- CRD
- #6464996
- Ownership
- 50% but less than 75%
PATRICIA KATHLEEN SLOCUM
Chief Compliance Officer, Managing Member
- CRD
- #2592525
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,397,411 | $409,938 |
| Non-Discretionary | $0 | -- |
| Total | $148,397,411 | $409,938 |
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Separately Managed Accounts
Total SMA Asset: $148,397,411
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $647,104,232 | 21.0% |
| Equity - Exchange | $308,144,872 | 10.0% |
| U.S. Government/Agency | $933,678,963 | 30.3% |
| Cash | $345,122,257 | 11.2% |
| Corporate - Investment Grade | $847,398,400 | 27.5% |
| Total | $3,081,448,724 | 100.0% |