![Jim Martin](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
James Earle Martin is the founder and founding principal & chairman of Arbor Investment Advisors LLC, which was founded in 1998.
He held the position from 2015 to 2016.
Martin's former jobs include being a regional director at Frank Russell Co. from 1985 to 1997, a senior vice president at Booke & Co., Inc. from 1973 to 1984, and a captain in the United States Marine Corps from 1968 to 1971.
Martin earned an MBA from Wake Forest University in 1973 and an undergraduate degree from The University of North Carolina at Chapel Hill in 1968.
Precedenti posizioni note di Jim Martin
| Società | Posizione | Fine |
|---|---|---|
Arbor Investment Advisors LLC
 Arbor Investment Advisors LLC Investment ManagersFinance Arbor typically utilizes asset allocation models designed to demonstrate a range of portfolio options based on a combination of asset classes. Portfolios are normally structured using exchange traded funds, no-load open-end mutual funds and closed-end funds. Their approach to investment management has evolved from Modern Portfolio Theory (MPT) concepts. | Fondatore | 01/12/2016 |
Frank Russell Co.
 Frank Russell Co. Investment ManagersFinance Frank Russell Co. (FRC) invests in the public equity, fixed-income and real estate markets on a global basis. They invest in the growth and value stocks of large-, mid-and small-cap companies. FRC does not generally research or recommend specific portfolio securities. Rather, they research investment managers for different classes of assets and investment styles. The firm generates research and models for managing large pools of assets. In addition, they review, evaluate and utilize similar research developed by other professional organizations and by the academic community. Much of their research focuses on the process, organization, portfolio structure and performance of investment managers, using both qualitative and quantitative methods to evaluate and select investment managers. FRC exercises investment discretion over the portion of each of their funds' assets not allocated to the investment managers. They select the individual securities for that portion of each fund's assets and for each fund's cash reserves. Cash reserves are invested in short-term investments, including appropriate money market funds. In addition to investing in such short-term investments, FRC uses a hedging strategy for the fund's cash reserves to ensure a fund is fully invested by exposing these reserves to the appropriate markets by purchasing equity or fixed-income securities and/or derivatives. | Corporate Officer/Principal | 31/12/1997 |
Booke & Co., Inc.
 Booke & Co., Inc. Insurance Brokers/ServicesFinance Employee benefit & compensation firm | Corporate Officer/Principal | 31/12/1984 |
United States Marine Corps
 United States Marine Corps SovereignGovernment Provides marine armed force services | Corporate Officer/Principal | 31/12/1971 |
Formazione di Jim Martin
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
98
Relazioni di 1° grado
6
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 6 |
|---|---|
Wake Forest University
 Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Booke & Co., Inc.
Booke & Co., Inc. Insurance Brokers/ServicesFinance Employee benefit & compensation firm | Finance |
The University of North Carolina at Chapel Hill
 The University of North Carolina at Chapel Hill Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States Marine Corps
United States Marine Corps SovereignGovernment Provides marine armed force services | Government |
Arbor Investment Advisors LLC
Arbor Investment Advisors LLC Investment ManagersFinance Arbor typically utilizes asset allocation models designed to demonstrate a range of portfolio options based on a combination of asset classes. Portfolios are normally structured using exchange traded funds, no-load open-end mutual funds and closed-end funds. Their approach to investment management has evolved from Modern Portfolio Theory (MPT) concepts. | Finance |
Frank Russell Co.
Frank Russell Co. Investment ManagersFinance Frank Russell Co. (FRC) invests in the public equity, fixed-income and real estate markets on a global basis. They invest in the growth and value stocks of large-, mid-and small-cap companies. FRC does not generally research or recommend specific portfolio securities. Rather, they research investment managers for different classes of assets and investment styles. The firm generates research and models for managing large pools of assets. In addition, they review, evaluate and utilize similar research developed by other professional organizations and by the academic community. Much of their research focuses on the process, organization, portfolio structure and performance of investment managers, using both qualitative and quantitative methods to evaluate and select investment managers. FRC exercises investment discretion over the portion of each of their funds' assets not allocated to the investment managers. They select the individual securities for that portion of each fund's assets and for each fund's cash reserves. Cash reserves are invested in short-term investments, including appropriate money market funds. In addition to investing in such short-term investments, FRC uses a hedging strategy for the fund's cash reserves to ensure a fund is fully invested by exposing these reserves to the appropriate markets by purchasing equity or fixed-income securities and/or derivatives. | Finance |
