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
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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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.
Best Companies 2020
American Portfolios' 2020 Annual Review
Celebrating 20 years operating as a privately-held, full-service independent broker/dealer and Registered Investment Advisor through subsidiaries American Portfolios Financial Services, Inc. (APFS) and American Portfolios Advisors, Inc. (APA), respectively, we can all proudly look back on two decades bringing value to our people, be they employees, advisors, customers, shareholders or the community at large.
2020 was certainly a year that tested our strength and our values, setting yet another example of how we can move forward. Read More…
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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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