Resource Links

These links are provided as a convenience, and a link does not imply Arbus Capital Management’s sponsorship or approval of the site. When you access one of these web sites, you are leaving Arbus Capital Management’s web site.

Client Resources

Use this tool to find your Risk Number.

Financial documents to bring to initial meeting.

View video about financial planning.

Send documents securely to Arbus Capital Management.

Virtual meetings with Zoom.

Log in to view your accounts at Charles Schwab

Log in to view your accounts at TradePMR.

You can read our Advisor Disclosure Forms (ADV) on file with the SEC.

Investor Education & Research

Why Hire a CFA® Charterholder?

Helpful resources to help you search for a wealth manager.

Review the ethics standards for investment professionals.

Find out about the fiduciary standard for investment professionals.

An organization for unbiased, actionable investment education, information and research.

A Municipal Bond Reporting website.

Fixed Income Educational Website.

FINRA Market Data (TRACE)

Governmental Agencies & Regulators

Find information about investor protection.

North American Securities Administrators Association

Information for the individual investor from the SEC.

Find out if your investment professional is in good standing with the SEC.

Check your investment professional’s background.

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