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Own Your Future

AP is not a “one size fits all” firm. To support the diverse needs of its investment professionals, as both a full-service independent broker/dealer and Registered Investment Advisor, a widely-used choice of financial products and programs are made available for affiliated colleagues to offer their clients.

If you're experiencing any of the following issues with your current broker/dealer or wirehouse, please schedule a complimentary call with us.

  • Inadequate technology platform
  • Pushes proprietary products
  • Delays advertising compliance reviews
  • Limited marketing support
  • Lacks customer-focused culture
  • No practice management offerings
  • No stock option program
Client Acquisition White Paper Cover

Sample Business Development Piece: Client Acquisition and Retention

In this white paper you’ll learn how financial advisors can integrate the best tools with compelling and relevant messaging that targets audiences to drive optimal client acquisition and retention results.

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Learn from our CEO on Broker-Dealer Consolidations

American Portfolios is among a small segment of privately held independent broker/dealers defending its position to build and conduct business—and the businesses it serves—the way it chooses. We are not owned by a manufacturer of product, a private equity firm or a consolidator.

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Best Companies 2020

For 5 Years Running: AP Has Been Formally Recognized as One of the Top Ten Companies to Work for in NY

Chief Administrative Officer Dalchand Laljit stated, “AP maintains its commitment to create an environment in which its employees feel fulfilled, respected and valued. We continuously strive to create a nurturing and welcoming workplace where people are treated well, equipped to do their jobs and are motivated to go the extra mile.”  The firm’s 100-plus employees work collaboratively to service the business needs of more than 840  independent investment professionals and their associated staff located in 395 branch offices throughout the United States. Employees are part of a corporate culture that embraces a roadmap of interconnected strategic company perspectives — People, Innovation, Process, Customer, Financial and Community — and the foundation from which all planning and executions are derived.

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2019 Annual Review

American Portfolios' 2019 Annual Review

American Portfolios Holdings, Inc. financial performance in 2019 was very strong, reporting impressive results for the year. More importantly, as we raise the bar higher, what we did last year to better support each of our 800-plus affiliated financial professionals and associated staff stands as our greatest accomplishment. Our efforts focused on analyzing the makeup and business needs of the diversified practices we serve so that we may confidently be in a position to say, “We understand you, we support you and we care about you.” Hence, the theme of the 2019 APH Annual Review … “We Know You.”

Corresponding to the six interconnected perspectives on AP’s strategic roadmap—PEOPLE, INNOVATION, PROCESS, CUSTOMER, FINANCIAL and COMMUNITY—the narrative takes you through the aggressive measures taken to achieve growth opportunities in all of these areas.  Read on…

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Awards

Six-Time Winner of Broker/Dealer of the Year

Ninteeen years ago on Sept. 10, 2001, we founded our company with the simple idea that every financial advisor should have only one person to answer to— the client. Yet, this recognition is not for the idea or the company; it’s for the people, our full-time associates, affiliated colleagues, investing clients and communities in which we live that make it all possible. It’s small proof that, in America, anything is possible when people come together to follow a truly independent path. Click Here to View the ThinkAdvisor Article: “How the Top BDs of 2020 Are Tackling Regulatory Challenges”.

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Gain Insights From Your Peers, Best Practices and the Industry at Large

American Portfolios’ bi-annual magazine, FREE, brings to its readers rich insight from senior staff, fellow colleagues and partners. It’s a publication that reinforces our company’s culture of open dialogue, collaboration and transparency.

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Your Guide to an efficient four-step affiliation and transitions process