• Products and Services
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Products and Services

Products and Services

We understand that most people's lives don't conform to the latest stock tip, life insurance policy or proprietary product offering. Our representatives are encouraged to evaluate each client's circumstances first, and then create scenarios to match their specific goals and risk tolerances. Your financial health is personal, so your plan should be, too.

Packaged Product Offerings

  • Non-proprietary product selections from over 140 mutual fund companies
  • Over a dozen NAV transfer programs
  • Over 20 529 agreements
  • Fixed income security offerings
  • Variable annuity product agreements from more than 65 insurance carriers
  • Variable life products through agreements with 20 top insurance carriers
  • Carefully reviewed alternative investments

Brokerage Services

American Portfolios provides full-service securities brokerage through its clearing relationship with Pershing, LLC. With more than 70 years of experience dedicated to serving financial services firms, over $27 billion of assets held in custody,  a host of innovative products and services, and the economies of scale to provide competitive trade execution, Pershing is a formidable partner in the growth and success of American Portfolios and its affiliated financial professionals.

Advisory and Fee-Based Programs

  • Nine Points Advisory Services Platform
  • Access to institutional portfolio managers
  • Financial planning services
  • Wealth management and consulting services

Insurance Planning

  • Traditional and universal life and health insurance programs
  • Fixed annuities
  • Long-term care programs
  • Disability income

Personal Services

For retirement, estate, and college planning:

  • Traditional and Roth IRA’s
  • SEP and Simple IRA plans
  • Extended IRA strategies
  • 401(k), pension and profit sharing plans
  • 403(b) tax-deferred investment plans
  • Minimum retirement distribution strategies
  • Estate transfer vehicles and trusts
  • Custodial accounts (UGMA’s / UTMA’s)
  • Coverdell educational savings plans
  • 529 college savings plans

Lending Solutions

  • Loan Advance
  • Fully Paid Securities Lending

Your Accounts