Fourth Quarter 2022 American Portfolios Quarterly Market Commentary

THE FOURTH QUARTER of 2022 failed to produce the Santa Claus rally we all had hoped for, but still, the quarter was solid and welcome after experiencing the dreadful returns in both equities and fixed income throughout the first nine months of the year. All of the major U.S. equity indices were positive, but there […]

Third Quarter 2022 American Portfolios Quarterly Market Commentary

THE THIRD QUARTER of 2022 was another wild quarter, containing a huge equity rally that ranged anywhere from 13-18% in the U.S., depending on the index, only to have it all slip away into quarter end and close at year-to-date lows (down 2-5% for the quarter). The markets bounced back and forth between concern over […]

Second-Quarter 2022 American Portfolios Quarterly Market Commentary

THE SECOND QUARTER of 2022 ended with a whimper and entered rare historical territory. The period marked the worst first calendar half of S&P 500 performance (fueled mainly by horrific 2Q performance, down 16.1%) since 1970. From a rolling six-month perspective, the period ranks in the worst 3% since 1926. Bonds weren’t much better as […]

First-Quarter 2022 American Portfolios Quarterly Market Commentary

THE FIRST QUARTER of 2022 was a wild one. Economic and market complications piled up to start the year, weighing on equity and fixed income prices. Equities were down double-digit percentages at its worst, but a late rally following the first Federal Reserve (the Fed) hike of the cycle allowed the S&P 500 to end […]

The Russia-Ukraine Conflict: Potential Outcomes and Impact – An American Portfolios Market Commentary

OUR THOUGHTS AND prayers are with all those impacted by the war in Ukraine. We join with our global, national, business and local communities in bringing hope for a swift and peaceful end to this conflict. When in crisis, hope is a universal human response that has its place and purpose, giving many—as we’ve witnessed—the […]

Fourth-Quarter 2021 American Portfolios Quarterly Market Commentary

THE FOURTH QUARTER financial market returns were surprising—but certainly not unwelcome—and capped off a strong year. The S&P led all major equity categories for the quarter yet again with a gain of 11% and finished the year up 28.7% (about 70% from the end of the first quarter of 2020). Large-cap stocks led the way […]

Third-Quarter 2021 American Portfolios Quarterly Market Commentary

AFTER SEVEN MONTHS of a seemingly relentless climb in prices, the equity markets slumped in September. The S&P 500 pulled back nearly 5%, slumping into month-end, while the Nasdaq was down more than 5%. This was the worst month of U.S. equity performance since March 2020. For the quarter, both indices were basically flat while […]

Second-Quarter 2021 American Portfolios Quarterly Market Commentary

THE U.S. EQUITY markets had another strong showing in the second quarter of 2021 with the S&P 500 up 8.6%. Midcap returns were strong as well, up 7.5%, while Smallcap trailed in 2Q, but were still up 4% and 2%-plus ahead of the S&P 500 for the first half of the year. REITs and energy […]

First-Quarter 2021 American Portfolios Quarterly Market Commentary

WE EXPECTED 2021 to offer significantly more impact-producing events than average, driven by the reopening of the economy and new presidential and Senate leadership; so far, we have not been disappointed. Despite some downside volatility that arose in the back end of the quarter, the U.S. equity markets surged higher in the first quarter, fueled […]

American Portfolios Research Report: Investor Behavior Tools to Apply in the Current Market | February 2021

LEGENDARY INVESTOR BENJAMIN Graham once said, “The investor’s chief problem—and even his worst enemy—is likely to be himself.” Financial advisors have it even worse, needing to manage their own biases as well as those of their clients. The equity markets have been turned into a casino game once again with Reddit taking the place of […]

Fourth-Quarter 2020 American Portfolios Quarterly Market Commentary

Fourth-Quarter 2020 American Portfolios Quarterly Market Commentary by Chief Investment Officer Clifford T. Walsh, CFA AFTER AN UNPRECEDENTED 2020, the upcoming year appears to offer a relatively tame outcome, but only because of how much last year deviated from the norm. In our view, 2021 will experience significantly more impact-producing events than most. Not only […]

Third-Quarter 2020 American Portfolios Quarterly Market Commentary

THE ECONOMIC SWINGS that have taken place in the U.S. and globally during the past six months have been nothing short of mind blowing, with a U.S. GDP decline of 31.7 percent in the second quarter and an expected bounce back of at least 20 percent in the third quarter, and perhaps even topping 30 […]

American Portfolios Research Report: Election Outlook | October 2020

THE U.S. ELECTION has taken center stage as the next significant catalyst for risk assets. Given the 2016 upset win by President Trump, followed by the massive equity market rally that lasted through January 2018, we thought it would be interesting and helpful to outline the potential outcomes and risks of the Nov. 3, 2020, […]

Second-Quarter 2020 | American Portfolios Quarterly Market Commentary

THE SECOND QUARTER was another one for the record books. While actual GDP numbers won’t be released until later this month, the results will show the largest decline ever, and by a huge margin. Estimates range from a decline of 35 percent to a decline of more than 50 percent, due to the economic shutdown […]

First-Quarter 2020 | American Portfolios Quarterly Market Commentary

THE FIRST QUARTER of 2020 will be one for the history books. The rise of and response to Coronavirus (COVID-19) left the global economy reeling and fueled the worst first quarter in the U.S. equity markets in more than a hundred years. Not only that, but the S&P 500 also experienced the most rapid decline […]

From the Chief Investment Officer: American Portfolios Market Update | March 2020

Over the past few weeks, we’ve experienced some of the most difficult financial market conditions in history. In fact, you would have to go back to 1929 to find so many volatile swings in such a short period of time.[i] We believe it was warranted, given the economic devastation that comes with shutting down complete […]

Advisor Group Closes Acquisition of American Portfolios Financial Services, Inc.

PHOENIX | November 14, 2022: Transaction Achieves 98% Advisor Retention Rate of New York-based Broker-Dealer with Approximately $40 Billion in Assets

American Portfolios Convenes Group of Firm’s Most Accomplished Financial Practitioners to its Crowning Connections Event, ASCEND 2022

HOLBROOK, N.Y. (Oct. 31, 2022)—American Portfolios Financial Services, Inc. (AP)—an independent broker/dealer that provides services and support for financial professionals across the United States—invited a select group of investment professionals to its preeminent Connections event, ASCEND 2022, which took place Oct. 13-16 in Reykjavik, Iceland.   “This year, we were excited to see the results […]

American Portfolios Sponsors 2022 Financial Planning Association of Long Island Symposium

HOLBROOK, N.Y. (Oct. 31, 2022)—American Portfolios Financial Services, Inc. (AP)—an independent broker/dealer that provides services and support for financial professionals across the United States—supported the 2022 Financial Planning Association of Long Island (FPA LI) Symposium as a gold sponsor. AP was among the symposium’s 10 presenting sponsors, alongside Nationwide, Mortgage Bankers Inc., RMF LLC, Stefans […]

American Portfolios Welcomes New Group of Young Talent to Participate in the AP for LIFE Creative Residency

HOLBROOK, N.Y. (Oct. 28, 2022)—American Portfolios Financial Services, Inc. (AP)—an independent broker/dealer that provides services and support for financial professionals across the United States—held an orientation for a new cohort of creative residents to participate in the AP for LIFE Creative Residency, a financial literacy program that benefits creative entrepreneurs based in Ferguson, Missouri, as […]

American Portfolios Sponsors and Participates in World T.E.A.M. 2022 Adventure Team Challenge in Conjunction with The Center for Discovery

HOLBROOK, N.Y. (Oct. 6, 2022) — American Portfolios Financial Services, Inc. (AP)—an independent broker/dealer which provides services and support to financial advisors throughout the country—continues its long-standing support of World T.E.A.M. (WT) and The Center for Discovery (TCFD) through its sponsorship and participation in the annual Adventure Team Challenge – New York (ATC), the first […]

American Portfolios Mentors Long Island Students Through Internship Program with Virtual Enterprises International (VEI)

HOLBROOK, N.Y. (Sept. 20, 2022) — American Portfolios Financial Services, Inc. (AP)—an independent broker/dealer which provides services and support to financial advisors throughout the country—sends off the summer by marking its sixth year hosting the 2022 AP-VEI Internship Fellows Program for the purpose of developing the next generation’s workforce. A long-time supporter of Virtual Enterprises […]

American Portfolios Named Finalist for Two 2022 WealthManagement.com Industry Awards

HOLBROOK, N.Y. (July 27, 2022)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors nationwide—has been chosen as a finalist in two separate categories of the WealthManagement.com 2022 Industry Awards (the Wealthies). Included among a record-breaking number of award entries, AP was chosen as a finalist within the Broker-Dealers with Fewer than […]

American Portfolios Makes a Strategic Move for the Future Announcing a Definitive Agreement to Join Forces With the Advisor Group Network.

American Portfolios Hosts Connections 2022, First In-Person National Conference in Three Years

HOLBROOK, N.Y. (June 7, 2022) — American Portfolios Financial Services, Inc. (AP) —a privately-held, independent broker/dealer that services financial advisors nationwide—recently hosted Connections 2022, the firm’s annual national conference geared to its network of affiliated investment professionals in private practice, valued business partners and members of home office staff. From May 17-20, attendees gathered in […]

American Portfolios Continues Support of Honor Flight Long Island for Military Veterans and Upcoming Event “Listen to the Wind Gala 2022”

American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors across the country—is proud to support the Honor Flight Long Island (HFLI) “Listen to the Wind Gala 2022,” which will be held on July 16 at the Sagaponack Farm Distillery in Southampton Township.

American Portfolios Named a Best Company in NYS Seven Years Running

HOLBROOK, N.Y. (March 21, 2022)—For the seventh consecutive year, American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors across the country—has been selected as one of the Best Companies to Work for in New York State for 2022 by the New York State Society for Human Resources Management (NYS-SHRM) and the […]

American Portfolios to Serve as Presenting Partner for the World T.E.A.M. 2022 Face of America – Gettysburg Bike Ride

HOLBROOK, N.Y. (March 17, 2022) — American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that provides services and support to financial advisors throughout the country—is poised to serve as  presenting partner for the World T.E.A.M. (WT) Face of America – Gettysburg (FOA) bike ride, which is set to take place April 22 – 24, […]

American Portfolios Sponsors Two Virtual Enterprises International Events Fostering the Nation’s Future Business Leaders

HOLBROOK, N.Y. (March 15, 2022)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors across the country—sponsored the 11th annual Virtual Enterprises International (VEI) Long Island Regional Business Plan Competition finals, which were later followed by an online recognition ceremony for the 40 student teams hailing from high schools located throughout Nassau […]

William Cairney Joins American Portfolios

HOLBROOK, N.Y. (Feb. 28, 2022)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that provides services and support for financial professionals across the United States—is pleased to formally announce that William Cairney has joined the firm in the capacity of senior vice president and chief compliance officer.

American Portfolios Extends AP for LIFE Creative Residency through 2024 to Benefit Ferguson, Mo. Creatives

HOLBROOK, N.Y. (Jan. 31, 2022)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that provides services and support for financial professionals across the United States—announces the extension of the AP for LIFE Creative Residency, a socially responsible program that benefits creative entrepreneurs based in Ferguson, Missouri, attached to the LIFE Creative STL Ecosystem. After two […]

AP for LIFE Creative Resident Malena Smith Records Debut EP Through Mentorship of American Portfolios Affiliated Financial Professional Donna LaScala

HOLBROOK, N.Y. (Dec. 6, 2021)—Malena Smith, participant in the “AP for LIFE Creative Residency, recently recorded her debut EP of original songs at Royal Studios in Memphis, Tennessee. Smith was able to finance the project with the guidance of her AP for LIFE financial mentor, American Portfolios (AP)-affiliated financial professional Donna LaScala (Comprehensive Divorce Solutions, […]

Five-Time Honoree American Portfolios Recognized at the 2021 ThinkAdvisor LUMINARIES Awards Dinner

HOLBROOK, N.Y. (Nov. 22, 2021)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that provides services and support for financial advisors across the United States—was honored with five awards at the inaugural ThinkAdvisor LUMINARIES 2021 Awards Dinner, which was held Nov. 9 at the Five-Star Mandarin Oriental in New York City. Investment Advisor magazine’s ThinkAdvisor […]

American Portfolios Sponsors FPA-LI’s 2021 “Facing the Future Together” Virtual Symposium

HOLBROOK, N.Y. (Nov. 10, 2021) — American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors across the country—recently sponsored the Financial Planning Association of Long Island’s (FPA-LI) 2021 Virtual Symposium, a three-day event that featured nationally acclaimed speakers in the financial planning profession who discussed important topics centered on a theme […]

American Portfolios—with Affiliated Financial Advisor and UCP-LI Board Member Edward Levine—Sponsor Charity Event to Benefit Children and Adults with Developmental Disabilities

HOLBROOK, N.Y. (Nov. 9, 2021) — American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that provides services and support to financial advisors throughout the country, was proud to join in and celebrate with Long Island businesses and families as an Empowerment Sponsor for the United Cerebral Palsy of Long Island (UCP-LI) Life Without […]

American Portfolios Hosts Connections 2021, a Virtual National Conference

HOLBROOK, N.Y. (Nov. 2, 2021) — American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors nationwide, recently hosted Connections 2021—the firm’s annual national conference geared to its network of affiliated investment professionals in private practice, valued business partners and members of home office staff. Over the course of the two-day […]

American Portfolios Serves as Presenting Partner for the World T.E.A.M. 2021 Face of America – Gettysburg Bike Ride

HOLBROOK, N.Y. (October 20, 2021) — American Portfolios Financial Services, Inc. (AP), a privately held, independent broker/dealer that provides services and support to financial advisors throughout the country, recently served as Presenting Partner for the World T.E.A.M. (WT) Face of America – Gettysburg (FOA) bike ride, which took place on October 8-10, 2021. This year […]

American Portfolios Recognized Five Times in the Inaugural ThinkAdvisor LUMINARIES Recognition Program

HOLBROOK, N.Y. (Sept. 27, 2021)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that provides services and support for financial advisors across the United States—has been recognized in Investment Advisor magazine’s inaugural recognition program, ThinkAdvisor LUMINARIES Class of 2021. The LUMINARIES honors members of the financial services industry for the dynamic and inclusive ways they […]

American Portfolios Named a Top Long Island Workplace for 2021

HOLBROOK, N.Y. (Sept. 21, 2021)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that provides services and support for financial advisors across the United States—was ranked as the No. 5 Best Small Business in the Top Long Island Workplaces for 2021 by Schneps Media and Energage. 2021 marks the fourth consecutive year AP has been […]

American Portfolios CEO Lon T. Dolber Receives Top Honor at the 2021 WealthManagement.com Industry Awards

HOLBROOK, N.Y. (Sept. 20, 2021)—American Portfolios Financial Services, Inc. (AP) CEO Lon T. Dolber received top honors from the WealthManagement.com 2021 Industry Awards (the Wealthies) in the category of Broker/Dealer (Fewer than 1,000 Advisors) – Chief Executive Officer of the Year. Dolber earned accolades for his distinctive leadership of the privately-held, independent broker/dealer that services […]

American Portfolios Takes Second Place in 2021 Best Companies to Work for in NYS

HOLBROOK, N.Y. (Sept. 6, 2021)—For the sixth consecutive year, American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that provides services and support for financial advisors across the United States—has been named one of the Best Companies to Work for in New York State for 2021 by the New York State Society for Human Resources […]

A Message from American Portfolios CEO on Commitment to Workplace Safety

American Portfolios (AP), like many other companies, has persevered throughout the last year and a half despite the ravages of COVID-19 causing the loss of so many lives and small businesses. With 95% of its workforce placed into a working-from-home arrangement in March 2020, AP looks forward to employees safely returning to work at its […]

American Portfolios Named Finalist for Three 2021 WealthManagement.com Industry Awards

HOLBROOK, N.Y. (June 21, 2021)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors nationwide—has been chosen as a finalist in three separate categories of the WealthManagement.com 2021 Industry Awards (the Wealthies). Included among a record-breaking number of award entries, AP was chosen as finalist within the Broker-Dealers with Fewer than 1,000 […]

American Portfolios Celebrates 20 Years of Financial Freedom

HOLBROOK, N.Y. (June 16, 2021)—American Portfolios Financial Services, Inc. (AP) is poised to celebrate its 20th year in operation as a privately-held, independent broker/dealer that services investment professionals nationwide. The financial services firm officially kicks off its anniversary celebration with the start of its fiscal year running through May of next year, when AP’s affiliated […]

American Portfolios – 20 Years Independent, But Not Alone

June 10, 2021 It is hard to believe 20 years have passed since a group of us—like-minded in spirit—came together to fulfill a common vision—the belief in creating not just a company, but rather a place filled with innovative and inspired thinking to provide financial service solutions that could better serve the needs of investment […]

American Portfolios Chosen as One of the Best Companies to Work for in New York State for Sixth Year in a Row

HOLBROOK, N.Y. (June 7, 2021)—For the sixth consecutive year, American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors across the country—has been named one of the Best Companies to Work for in New York State for 2021 by the New York State Society for Human Resources Management (NYS-SHRM) and the Best […]

American Portfolios to Receive Long Island Business News Corporate Citizenship Award

HOLBROOK, N.Y. (May 17, 2021)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors nationwide—is pleased to announce that the firm has been recognized by Long Island Business News (LIBN) as part of their awards and recognition program that applauds local business leadership for going above-and-beyond in their dedicated efforts to Corporate […]

American Portfolios Financial Services Sponsors 2021 Virtual Enterprises International Business Plan Competition

HOLBROOK, N.Y. (March 17, 2021) — American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors across the country—sponsored the finals for the 10th annual Virtual Enterprises International (VEI) Long Island Regional Business Plan Competition. VEI is a non-profit organization that offers in-school experiential learning programs for high school students to form […]

Steve Krameisen Promoted to American Portfolios Chief Technology Officer

HOLBROOK, N.Y. (Feb. 24, 2021)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer (IBD) that services financial advisors nationwide—is pleased to formally announce that Steve Krameisen, an industry leader in financial information technology (fintech), has been promoted to Chief Technology Officer (CTO). In July 2020, Krameisen joined AP as Chief Information Security Officer (CISO), directing […]

A Message from American Portfolios CEO Regarding Civil Unrest in Our Nation

January 8, 2021 A Message from American Portfolios CEO Regarding Civil Unrest in Our Nation: We at American Portfolios (AP) are deeply saddened and extremely disturbed by the deplorable events that took place at the U.S. Capitol on Jan. 6, 2021. We strongly condemn the actions of those who incited and carried out a series […]

American Portfolios Announces Funding Commitment to Benefit The Butterfly Effect Project

HOLBROOK, N.Y. (Dec. 28, 2020)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors nationwide—announces that it has established a four-year funding commitment to benefit The Butterfly Effect Project (BEP), a Long Island, N.Y.-based non-profit organization that helps broaden the horizons of school-aged girls by eliminating obstacles such as mobility, cultural differences […]

American Portfolios Announces Technology Expansion with the Addition of Xtiva Intel and Upgrade to Xtiva Reward

HOLBROOK, N.Y. (Dec. 22, 2020)—American Portfolios Holdings, Inc. (APH), for the benefit of its related broker/dealer and registered investment advisor entities—American Portfolios Financial Services, Inc. (APFS) and American Portfolios Advisors, Inc. (APA), respectively—has made a major new commitment to Xtiva, the only provider of sales performance management technology and services exclusively for the financial services […]

American Portfolios Donates $50,000 to Support Westhampton Beach Performing Arts Center

HOLBROOK, N.Y. (Dec. 2, 2020)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors across the country—formally announces the recent donation of $50,000 in general operating funding to the Westhampton Beach Performing Arts Center (WHBPAC), a leader in live performing arts on Long Island, New York. This charitable contribution, made possible through […]

American Portfolios Sponsors and Provides Thought Leadership to Annual Financial Planning Association Symposium

HOLBROOK, N.Y. (Nov. 24, 2020)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors across the country—recently sponsored the Financial Planning Association of Long Island’s (FPA-LI) 2020 Virtual Symposium, also providing thought leadership in the area of information security and multi-media support for the event programming. The FPA-LI 2020 Virtual Symposium, “Surviving […]

American Portfolios Financial Services Named One of the Top Long Island Workplaces for 2020 by Newsday

HOLBROOK, N.Y. (Nov. 23, 2020)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors nationwide—has been named one of the Top Long Island Workplaces for 2020 by Newsday. Among the 82 Long Island-based companies recognized, AP ranked No. 7 in the category of small employers with 50-149 workers. “American Portfolios is extremely […]

American Portfolios Financial Services Hosts First-Ever Virtual National Conference to Much Acclaim

HOLBROOK, N.Y. (Nov. 9, 2020)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors nationwide—hosted its first-ever virtual national conference, Connections 2020, with praiseful  feedback from attendees. As a business solutions provider serving approximately 860 affiliated investment professionals throughout the United States, the three-day interactive, Web-based forum  held Oct. 21 – 23 […]

American Portfolios’ Nine Points Investment Management Introduces ThemeCatcher ETF Strategy, a Quantitative Tactical Portfolio

HOLBROOK, N.Y. (Oct. 14, 2020)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors across the country—has introduced the ThemeCatcher ETF strategy, a new quantitative tactical portfolio offered by the firm’s registered investment advisor (RIA), American Portfolios Advisors, Inc. (APA) through Nine Points Investment Management (NPIM), an exclusive asset manager and fund […]

American Portfolios’ Studio 454 Wins 2020 Videographer Award of Distinction

HOLBROOK, N.Y. (Oct. 6, 2020) — American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors across the country—is pleased to announce that the firm’s media production arm, Studio 454, has won a 2020 Videographer Award of Distinction in the category of “Web-Based Video Production: Marketing.” Additionally, AP was also given an […]

American Portfolios Wins WealthManagement.com 2020 Industry Award for its Practice Management Solution, Virtual Administrative Services

HOLBROOK, N.Y. (Sept. 29, 2020)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors nationwide—is the recipient of a 2020 Annual WealthManagement.com Industry Award (Wealthies) in the category of Broker-Dealers (Fewer than 1,000 Advisors) – Service for its Virtual Administrative Services (VAS) practice management solution. On Sept. 10, WealthManagement.com announced the Wealthies […]

American Portfolios Enhances AP Advisory Platform Via Strategic Partnership with SMArtX Advisory Solutions

HOLBROOK, N.Y. (Sept. 22, 2020) — American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors across the country—announces a strategic new partnership with SMArtX Advisory Solutions (SMArtX), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (TAMP). SMArtX’s unique brand of fintech […]

America Portfolios Hosts Students from Across the Nation in First-Ever Virtual Enterprises International Remote Internship

HOLBROOK, N.Y. (Sept. 16, 2020) — American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors across the country—recently wrapped up its 2020 AP-VEI Internship Fellows Program, which aids the development of the next generation’s workforce. AP hosted participants of Virtual Enterprises International (VEI), a renowned, educational non-profit offering in-school experiential learning […]

American Portfolios Financial Services, Inc. Named 2020 Broker-Dealer of the Year by Investment Advisor Magazine for the Sixth Year in a Row

HOLBROOK, N.Y. (Sept. 9, 2020)—American Portfolios Financial Services, Inc. (AP), an independent broker/dealer that serves affiliated financial advisors nationwide, is proud to announce that it has been named Broker-Dealer of the Year in 2020 by Investment Advisor magazine for its sixth consecutive year.  It was 30 years ago that Investment Advisor magazine’s editorial staff began […]

American Portfolios Ranks No. 3 Medium-Sized Employer in the Best Companies to Work for in New York State for 2020

HOLBROOK, N.Y. (Aug. 18, 2020)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors across the country—is pleased to formally announce that it has been ranked No. 3 in the category of medium-sized employers in the Best Companies to Work for in New York State for 2020 by the New York State […]

American Portfolios Chosen as a Finalist for Three WealthManagement.com 2020 Industry Awards

HOLBROOK, N.Y. (July 20, 2020)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors nationwide—has been chosen as a finalist in three separate categories of the WealthManagement.com 2020 Industry Awards (“the Wealthies”). A judging panel comprised of financial services industry leaders selected AP within the Broker-Dealers with Fewer than 1,000 Advisors for […]

American Portfolios Subscription-Based Model, Virtual Administrative Services, Sees Upward Trend in Rate of Adoption by Affiliated Financial Advisors

HOLBROOK, N.Y. (July 15, 2020)—After months of beta testing and a well-received initial rollout, American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer—declares its first subscription-based service, Virtual Administrative Services (VAS), a resounding success. The tailor-made practice management solution, which provides administrative assistance to affiliated investment professionals within AP’s national advisor community, is experiencing a […]

Steve Krameisen Joins American Portfolios as Chief Information Security Officer

HOLBROOK, N.Y. (July 7, 2020)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer (IBD) that services financial advisors nationwide—is pleased to announce that Steve Krameisen, an industry leader in Financial Information Technology (FinTech), has joined the firm in the capacity of chief information security officer (CISO). “Steve comes to the table with a tremendous amount […]

American Portfolios Announces Two-Year Funding Commitment to Benefit LIFE Arts’ Mission to Foster Ferguson’s Youth and Creative Entrepreneurs

HOLBROOK, N.Y. (June 16, 2020) — American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that provides business solutions and support to financial advisors throughout America—is proud to formally announce its two-year funding commitment to establish the “AP for LIFE” Creative Residency with LIFE Arts, Inc., the non-profit arm of LIFE Creative Group, which is […]

American Portfolios Stands United Against Social Inequality

A Message from American Portfolios’ CEO Regarding Social Inequality: Our country has faced many challenges over the course of its relatively short history, including the most recent series of troubling and sorrowful events. How we respond to trials defines us as a people. While our contributions to society and the world at large have been […]

American Portfolios’ New Business Development Team Launches Virtual 2020 Connections Tour

HOLBROOK, N.Y. (April 28, 2020) — American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer which provides business solutions and support to financial advisors throughout the country—recently launched its Virtual 2020 Connections Tour, a weekly series of Web-hosted events featuring prominent leaders from within the financial services industry. “Despite the many changes that coronavirus (COVID-19) […]

American Portfolios Unveils New and Improved Advisor Dashboard, a Tool Built for Investment Professionals Conducting Fee-Based Business

HOLBROOK, N.Y. (March 31, 2020) — American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer which provides business solutions and support to financial advisors throughout the country—recently unveiled an enhanced update of its proprietary technology tool, Advisor Dashboard, which has been designed primarily for its affiliated investment professionals who conduct fee-based advisory business. “This new […]

Providing Service Excellence at a Time When it’s Needed Most

March 27, 2020 An Important Message from American Portfolios’ CEO: American Portfolios (AP) is working diligently to ensure the uninterrupted operations, support and services by—and for—its employees, affiliated investment professionals and their clients in the midst of this unsettled environment. Deemed an essential business by the Department of Homeland Security, AP will continue to provide […]

Responding to COVID-19: A Message from American Portfolios

An Important Message from American Portfolios’ CEO: Mere weeks in, and 2020 will most certainly be remembered as an unprecedented year. It is times like these when, as corporate leaders, setting an example for attentive and decisive action on behalf of the people it employs and serves has never been more crucial. As the Coronavirus […]

American Portfolios Financial Services Hosts 2020 Virtual Enterprises International Business Plan Competition

HOLBROOK, N.Y. (March 18, 2020) — American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors across the country—hosted the finals for the ninth annual Long Island Virtual Enterprises International (VEI) Business Plan Competition on March 10, 2020.  VEI is a non-profit organization that offers in-school experiential learning programs for high school […]

American Portfolios to Formally Present Patchogue Theatre for the Performing Arts with $25,000 Sponsorship Donation During Public Ceremony

HOLBROOK, N.Y. (March 10, 2020)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors across the country—is pleased to announce that it will present Patchogue Theatre for the Performing Arts (PTPA) with a $25,000 donation during a formal ceremony to recognize the firm’s sponsorship of the not-for-profit arts organization. The event is […]

American Portfolios Produces and Premieres a Short Film Addressing Drug Addiction and the Opioid Crisis to Students at Suffolk and Nassau County Schools

HOLBROOK, N.Y. (Feb. 27, 2020)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors across the country—is pleased to spearhead a public service awareness initiative through its production of a short film documentary addressing drug addiction and the opioid crisis on Long Island in New York. The short film entitled “Unspoken, Now […]

Tim O’Grady Promoted to President of American Portfolios Financial Services, Inc.

HOLBROOK, N.Y. (Jan. 30, 2020)—American Portfolios Financial Services, Inc. (AP) is pleased to formally announce that Tim O’Grady has officially assumed the role of president for the privately-held, independent broker/dealer (IBD), serving more than 700 producing investment professionals nationwide. The promotion was informally announced to the firm’s affiliated colleagues this past October at AP’s annual […]

American Portfolios Chosen as One of the Best Companies to Work for in New York State for Fifth Year in a Row

HOLBROOK, N.Y. (Jan. 29, 2020)—For the fifth consecutive year, American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors across the country—has been named one of the Best Companies to Work for in New York State for 2020 by the New York State Society for Human Resources Management (NYS-SHRM) and the Best […]

American Portfolios Becomes Proud Corporate Sponsor of Two Non-Profits to Benefit Local Community Arts

HOLBROOK, N.Y. (Dec. 26, 2019)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors across the country—is proud to announce its corporate sponsorship through the firm’s non-profit arm, American Portfolios Foundation, Inc., to benefit community arts on Long Island, N.Y., and in St. Louis/Ferguson, Mo. Patchogue Theatre and L.I.F.E. Arts, Inc. each […]

American Portfolios Launches BlueDock, a Digital Prospecting Tool for Tying in New Business

HOLBROOK, N.Y. (Dec. 18, 2019)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that serves financial professionals nationally—is pleased to announce that it has recently launched BlueDock, a practice management prospecting and back office tool for tying in new business. “It has always been AP’s commitment to provide our affiliated investment professionals with value-added services […]

Industry Leaders Wendy Ehrlich and Linda Chan Appointed to American Portfolios Holdings, Inc. (APH) Board of Directors Advisory Board

HOLBROOK, N.Y. (Dec. 2, 2019)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that serves financial professionals nationally—is pleased to announce that it has recently appointed former OppenheimerFunds, Inc. Senior Advisor Consultant and Vice President Wendy Ehrlich, as well as Hofstra University Adjunct Associate Professor Linda Chan, to the American Portfolios Holdings, Inc. (APH) Board […]

American Portfolios Financial Services Named One of the Top Long Island Workplaces for 2019 by Newsday

HOLBROOK, N.Y. (Nov. 5, 2019)—American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors across the country, has been named one of the Top Long Island Workplaces for 2019 by Newsday. Among the 83 Long Island-based companies recognized, AP ranked No. 16 in the category of small employers with 50-149 workers. […]

American Portfolios Financial Poised to Host Annual National Conference at Mohegan Sun

HOLBROOK, N.Y. (Oct. 21, 2019)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors nationwide—is poised to host its annual national conference, Connections 2019, at Mohegan Sun in Uncasville, Conn. As a business solutions provider serving approximately 850 affiliated investment professionals throughout the United States, the three-day event, which is set to […]

American Portfolios Assembles its Leading and Influential Investment Professionals at the Firm’s 2019 Leaders Conference

HOLBROOK, N.Y. (Oct. 3, 2019)—American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors across the country, invited its top investment professionals to the 2019 Leaders Conference, held from Sept. 5-8, 2019, in Nashville, Tenn. The conference is the five-time Broker-Dealer of the Year* winner’s unique way of recognizing those investment […]

American Portfolios Financial Services, Inc. Named 2019 Broker-Dealer of the Year by Investment Advisor Magazine for the Fifth Consecutive Year

HOLBROOK, N.Y. (Aug. 28, 2019)—American Portfolios Financial Services, Inc. (AP), an independent broker/dealer that serves affiliated financial advisors nationwide, is proud to announce that it has been named Broker-Dealer of the Year in 2019 by Investment Advisor magazine for its fifth consecutive year.  It was 29 years ago that Investment Advisor magazine’s editorial staff began […]

American Portfolios’ Studio 454 Earns 2019 Communicator Award of Distinction

HOLBROOK, N.Y. (Aug. 23, 2019) — American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors across the country—is pleased to announce that the firm’s media production arm, Studio 454, has earned a 2019 Communicator Award of Distinction in the category of Film/Video: Employee Communication. “We are extremely pleased to be honored […]

Craig A. Vollono, Esq. Joins American Portfolios as EVP and Chief Legal Counsel

HOLBROOK, N.Y. (Aug. 22, 2019)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors nationwide—is pleased to announce that Craig A. Vollono, Esq. has joined the firm in the capacity of executive vice president and chief legal counsel. “As American Portfolios continues to grow, it’s vital that we maintain a strong legal […]

American Portfolios’ Cliff T. Walsh, CFA, RFC, Promoted to Chief Investment Officer

HOLBROOK, N.Y. (Aug. 12, 2019)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors nationwide—is pleased to formally announce that Cliff T. Walsh, CFA, RFC, has been promoted to Chief Investment Officer (CIO). In his role, Walsh will continue to lead and carry forward the investment direction of AP’s Nine Points Investment […]

American Portfolios Named WealthManagement.com 2019 Industry Award Finalist for Enhanced Customer Service Support

HOLBROOK, N.Y. (Aug. 5, 2019)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors nationwide—has been named a WealthManagement.com 2019 Industry Award Finalist for Enhanced Customer Service Support in the category of Broker-Dealers with Fewer than 1,000 Advisors. AP was selected among a record number of submissions (from 262 companies with more […]

American Portfolios Officially Launches 2019 Connections Tour

HOLBROOK, N.Y. (June 17, 2019)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors nationwide—officially launched its 2019 Connections Tour on May 13-14 in Orlando, Fla., at the upscale Marriott Grand Vista hotel. The Florida meeting was followed by two regional events that took place on May 22 at the Hyatt Regency […]

American Portfolios Sponsors and Participates in World T.E.A.M. 2019 Adventure Team Challenge in Conjunction with The Center for Discovery

HOLBROOK, N.Y. (June 10, 2019) — American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer which provides services and support to financial advisors throughout the country—continues its long-standing support of World T.E.A.M. (WT) and The Center for Discovery (TCFD) through its sponsorship and participation in the 10th annual Adventure Team Challenge – New York (ATC). […]

American Portfolios Financial Services Commemorates 75th Anniversaries of D-Day and V-J Day with Reissue of Silent Strength WWII Video Series

HOLBROOK, N.Y. (June 6, 2019)—American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer which provides services and support to financial advisors throughout the country—has reissued its Silent Strength online video series, created at its on-site digital media facility, Studio 454, capturing fascinating and impactful stories of Long Island’s WWII veterans and their experiences in one […]

American Portfolios Restructures Sales and New Business Development Team to Better Serve the Firm’s Advisor Community

HOLBROOK, N.Y. (June 5, 2019)—Coasting on the momentum gained from 2018, American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer that services financial advisors nationwide—has restructured its sales and new business development area to better address the needs of its existing and prospective advisor relationships. Since the restructuring in late 2018 and early 2019, AP’s […]

American Portfolios Contributes $25,000 to Honor Flight Long Island and Affiliated Colleagues Accompany Military Veterans to Washington, D.C.

HOLBROOK, N.Y. (May 22, 2019)—American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors across the country, has pledged $25,000 in charitable funds over a five-year period to Honor Flight Long Island (HFLI), a local chapter of the national Honor Flight Network—a non-profit organization that provides military veterans with free trips […]

American Portfolios Serves as Presenting Partner and Top Fundraiser for the World T.E.A.M. 2019 Face of America – Gettysburg Bike Ride

HOLBROOK, N.Y. (May 15, 2019) — American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that provides services and support to financial advisors throughout the country, recently served as Presenting Partner for the World T.E.A.M. (WT) 2019 Face of America – Gettysburg (FOA) bike ride, which took place on May 3-5, 2019. This year […]

American Portfolios Places in Top 5 Medium Best Companies to Work for in New York State for 2019

HOLBROOK, N.Y. (May 8, 2019)—For the fourth consecutive year, American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors across the country, has been ranked within the top Best Companies to Work for in New York State for 2019 by the New York State Society for Human Resources Management (NYS-SHRM) and […]

American Portfolios Gears Up as Presenting Partner for the World T.E.A.M. 2019 Face of America Gettysburg Bike Ride

HOLBROOK, N.Y. (April 22, 2019) — American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that provides services and support to financial advisors throughout the country, will serve as Presenting Partner for the World T.E.A.M. (WT) 2019 Face of America – Gettysburg (FOA) bike ride, set to take place on May 3-5, 2019. WT […]

American Portfolios Financial Services Hosts 2019 Virtual Enterprises International Business Plan Competition

HOLBROOK, N.Y. (March 11, 2019) — American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors across the country, hosted the finals for the eighth annual Long Island Virtual Enterprises International (VEI) Business Plan Competition on Feb. 26, 2019.  VEI is a non-profit organization that offers in-school experiential learning programs for […]

American Portfolios Assistive Technology Lab Officially Opens at The Center for Discovery’s Technology Hub and Incubator

HOLBROOK, N.Y. (Jan. 23, 2019) — American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors across the country, is pleased to announce the official opening of the American Portfolios Assistive Technology Lab at The Center for Discovery’s (TCFD) Technology Hub and Incubator (THINC). A ribbon cutting ceremony for the next-generation […]

American Portfolios Chosen as One of the Best Companies to Work for in New York State for Fourth Year in a Row

HOLBROOK, N.Y. (Jan. 18, 2019)—For the fourth consecutive year, American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors across the country, has been named one of the Best Companies to Work for in New York State for 2019 by the New York State Society for Human Resources Management (NYS-SHRM) and […]

American Portfolios Donates $25k to Long Island Cares for Federal Government Employees Affected by the Current Government Shutdown

HOLBROOK, N.Y. (Jan. 18, 2019)—American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors across the country, recently donated $25,000 in support of the Long Island Cares campaign to provide various points of assistance to those federal government employees who have been affected by the current government shutdown. The donated funds, […]

American Portfolios Assistive Technology Lab Opens at the Technology Hub and Incubator (THINC) at The Center for Discovery

American Portfolios Issues Joint Press Release with The Center for Discovery: Dedicated Laboratory for the Development of New Products and Assistive Technologies for All HURLEYVILLE, N.Y. (Jan. 10, 2019) — A next-generation assistive technology lab was officially opened today at The Center for Discovery’s (TCFD) Technology Hub and Incubator (THINC) with the sole purpose of […]

American Portfolios CEO Lon Dolber Named Hometown Hero by NHL’s New York Islanders

HOLBROOK, N.Y. (Dec. 26, 2018)—American Portfolios Financial Services, Inc. (AP) CEO and President Lon T. Dolber has been formally recognized by the NHL’s New York Islanders as a Hometown Hero, a program presented by New York Community Bank and the NYCB Family of Banks that celebrates people who make a difference in their local communities. […]

American Portfolios Launches a Unified Managed Account, Among Other Tech Initiatives, for its Affiliated Investment Professionals

HOLBROOK, N.Y. (Dec. 3, 2018)—American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors across the country, recently launched its Unified Managed Account (UMA)—a private investment account that is professionally managed, allowing for a combination of all asset class strategies in one account; investments may include mutual funds, exchange traded funds, […]

American Portfolios’ Studio 454 Earns Two Prominent Industry Awards in 2018

HOLBROOK, N.Y. (Nov. 15, 2018) — American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors across the country, is pleased to announce that the firm’s media production arm, Studio 454, has recently earned two prestigious video industry awards: the 2018 Communicator Award of Distinction and the 2018 Videographer Award of […]

American Portfolios Financial Services Hosts Record-Breaking Annual National Conference at Mohegan Sun

HOLBROOK, N.Y. (Nov. 12, 2018)—American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors across the country, recently hosted its annual national conference, Connections 2018, at Mohegan Sun in Uncasville, Conn. As a business solutions provider serving approximately 800 affiliated investment professionals throughout the United States, the three-day event, which began […]

American Portfolios Financial Services Named One of the Top Long Island Workplaces for 2018 by Newsday

HOLBROOK, N.Y. (Oct. 31, 2018)—American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors across the country, has been named one of the Top Long Island Workplaces for 2018 by Newsday. Among the 74 Long Island-based, small- to large-sized companies recognized, AP ranked No. 4 out of 42 small employers with […]

American Portfolios Ascends to Presenting Partner for World T.E.A.M.’s Face of America Cycling Event for Adaptive and Able-Bodied Athletes

HOLBROOK, N.Y. (Oct. 15, 2018)—American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors across the country, announced today that it is increasing its support for World T.E.A.M. (WT), a national non-profit organization that brings adaptive and able-bodied athletes together by empowering, enabling and engaging individuals through inclusive athletic events. Through […]

American Portfolios Proudly Participates in 2018 World T.E.A.M. Face of America Liberty Ride

HOLBROOK, N.Y. (Oct. 2, 2018) — American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that provides services and support to financial advisors throughout the United States, continues its long-standing support of World T.E.A.M. (WT) by raising funds and participating in Face of America (FOA) Liberty, a one-day bicycle and hand-cycle ride to honor […]

American Portfolios Assembles its Leading and Influential Investment Professionals at the Firm’s 2018 Leaders Conference

HOLBROOK, N.Y. (Sept. 18, 2018)—American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors across the country, invited its top investment professionals to the 2018 Leaders Conference, held from Sept. 6-9, 2018, in Chicago, Ill. The conference is the four-time Broker-Dealer of the Year* winner’s distinctive way of recognizing those investment […]

American Portfolios Financial Services, Inc. Named 2018 Broker-Dealer of the Year by Investment Advisor Magazine Four Years Running

HOLBROOK, N.Y. (Aug. 29, 2018)—American Portfolios Financial Services, Inc. (AP), an independent broker/dealer that serves affiliated financial advisors nationwide, is proud to announce that it has been named Broker/Dealer of the Year in 2018 by Investment Advisor magazine for the fourth year in a row. For the past 28 years, Investment Advisor magazine’s editorial staff […]

American Portfolios Supports World T.E.A.M. by Sponsoring the 2018 Coastal Team Challenge

HOLBROOK, N.Y. (Aug. 28, 2018) — American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that provides services and support to financial advisors throughout the country, continues its long-standing support of World T.E.A.M.’s (WT) mission to “change lives through sports” by sponsoring the non-profit organization’s Coastal Team Challenge (CTC), a 16-nautical-mile kayak journey that […]

American Portfolios Affiliated Investment Professional Speaks at UN Sustainable Development Forum at the Peace Boat Partnership Expo

HOLBROOK, N.Y. (Aug. 15, 2018) — American Portfolios Financial Services, Inc. (AP) affiliated investment professional, and president and founder of AJF Financial Services, Inc., Andrew J. Friedman recently spoke at a forum on sustainable development at the inaugural Peace Boat Partnership Expo, which took place on July 12, 2018, in Manhattan, N.Y. The expo—which highlights […]

American Portfolios Officially Launches Client-Facing Portal Within its Proprietary Technology Platform

HOLBROOK, N.Y. (Aug. 14, 2018) — American Portfolios Financial Services, Inc. (AP)—a privately-held, independent broker/dealer which provides services and support to investment professionals throughout the country—officially launched  Client Access, a new investor-focused application on the company’s  proprietary technology platform, HomePort. Designed with the express purpose of creating value-added services all around, AP’s affiliated colleagues may […]

American Portfolios Sponsors and Participates in World T.E.A.M. Sports 2018 Adventure Team Challenge in Conjunction with The Center for Discovery

HOLBROOK, N.Y. (June 13, 2018) — American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer which provides services and support to financial advisors throughout the country, continues its long-standing support of World T.E.A.M. Sports’ (WTS) and The Center for Discovery (The Center) through its sponsorship and participation in the ninth annual Adventure Team Challenge […]

American Portfolios Places in Top 10 Small Best Companies to Work for in New York State for 2018

HOLBROOK, N.Y. (May 24, 2018)—For the third consecutive year, American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors across the country, has ranked within the Top 10 Small Best Companies to Work for in New York State for 2018 by the New York State Society for Human Resources Management (NYS-SHRM) […]

American Portfolios CEO Lon T. Dolber Honored at The Center for Discovery’s 2018 Gala

HOLBROOK, N.Y. (May 9, 2018) — American Portfolios Financial Services, Inc. (AP) CEO Lon T. Dolber was formally acknowledged by The Center for Discovery (The Center) as its 2018 Honoree at the non-profit organization’s annual “Evening of Discovery Gala,” which was held May 2, 2018, at Pier Sixty, Chelsea Piers in New York, N.Y, and […]

American Portfolios Supports World T.E.A.M. Sports by Sponsoring and Participating in 2018 Face of America Bike Ride

HOLBROOK, N.Y. (May 8, 2018) — American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that provides services and support to financial advisors throughout the country, continues its long-standing support of  World T.E.A.M. Sports (WTS) with the 2018 Face of America (FOA) bike ride, which took place April 27-29, 2018. WTS is a non-profit […]

American Portfolios Financial Services Hosts 2018 Virtual Enterprises International Business Plan Competition

HOLBROOK, N.Y. (March 13, 2018) — American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors across the country, hosted the finals for the eighth annual Long Island Virtual Enterprises International (VEI) Business Plan Competition on Feb. 28, 2018. Students from nine VEI-participating high schools located throughout Long Island convened at […]

American Portfolios Financial Services Launches 2018 Connections Tour

HOLBROOK, N.Y. (Feb. 22, 2018)—American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors nationwide, has officially launched its 2018 Connections Tour. On Jan. 24, 2018, AP held the first regional meeting in the Connections Tour lineup at its headquarters in Holbrook, N.Y. According to attending affiliated colleagues, focus partners and […]

American Portfolios Chosen as One of the Best Companies to Work for in New York State for Third Year in a Row

HOLBROOK, N.Y. (Jan. 25, 2018)—For the third consecutive year, American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer that services financial advisors across the country, has been named one of the Best Companies to Work for in New York State for 2018 by the New York State Society for Human Resources Management (NYS-SHRM) and […]

American Portfolios CEO Returns Post-Fundraiser to Thame Valley to Witness Rebuilding Efforts After 2015 Nepal Earthquakes

HOLBROOK, N.Y. (Dec. 12, 2017) — Following the earthquakes of April and May 2015, American Portfolios Financial Services, Inc. (AP) CEO Lon T. Dolber pledged to return to Nepal’s Thame Valley to witness first-hand the rebuilding efforts that were made possible thanks, in part, to the privately-held independent broker/dealer’s firm-wide fundraiser. Since 2015, AP has […]

American Portfolios Officially Launches HomePort, a Proprietary Technology Platform for Financial Advisors, Office Support and End Clients

HOLBROOK, N.Y. (Dec. 5, 2017) — American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer which provides business solutions and support to financial advisors throughout the country, officially launched its proprietary technology platform, HomePort, which has been designed specifically for its affiliated investment professionals and their clients, as well as the firm’s home office […]

Cliff T. Walsh, CFA, Joins American Portfolios Financial Services, Inc.

HOLBROOK, N.Y. (Nov. 30, 2017)—Independent broker/dealer American Portfolios Financial Services, Inc. (AP) is pleased to formally announce that Cliff T. Walsh, CFA, has joined the firm in the capacity of vice president of asset management. In his role, Walsh will lead and carry forward the investment direction of AP’s Nine Points Investment Management (NPIM) portfolios and build […]

American Portfolios Proudly Participates in the World T.E.A.M. Sports Liberty Ride

HOLBROOK, N.Y. (Nov. 28, 2017) — American Portfolios Financial Services, Inc. (AP), a privately-held, independent broker/dealer which provides services and support to financial advisors throughout the United States, continues its long-standing support of World T.E.A.M. Sports (WTS) by raising funds and participating in Face of America (FOA) Liberty, a one-day bicycle and hand-cycle ride to […]

American Portfolios Financial Services Hosts 16th Annual National Conference at Mohegan Sun

HOLBROOK, N.Y. (Nov. 3, 2017)—Independent broker/dealer American Portfolios Financial Services, Inc. (AP) recently hosted its annual national conference, Connections 2017, at Mohegan Sun in Uncasville, Conn. As a business solutions provider serving approximately 800 affiliated investment professionals throughout the United States,  the three-day event, which began on Oct. 25 and concluded on Oct. 27, provided […]

American Portfolios Launches its Nine Points Investment Management Web Site

HOLBROOK, N.Y. (Oct. 3, 2017) — American Portfolios Financial Services, Inc. (APFS) has officially launched a public-facing, FINRA-approved Web site introducing Nine Points Investment Management (NPIM) to the financial advisor community, as well as to existing and prospective clients. NPIM is the investment management division of American Portfolios Advisors, Inc. (APA), the firm’s registered investment […]

American Portfolios Continues its Support of World T.E.A.M. Sports by Participating in 2017’s Adventure Team Challenge, Coastal Team Challenge and Upcoming Liberty Ride on Oct. 8

HOLBROOK, N.Y. (Sept. 28, 2017) — American Portfolios Financial Services, Inc. (APFS) continues its long-standing support of the World T.E.A.M. Sports (WTS) mission through participation in two events this past summer and an upcoming one this fall on Oct. 8. Following the success of the annual Face of America (FOA) bike ride in April 2017, […]

Damon B. Joyner Joins American Portfolios

HOLBROOK, N.Y. (Sept. 11, 2017) — Damon B. Joyner, financial services executive and business leader, has officially joined American Portfolios Financial Services, Inc.’s (AP) executive management team in the capacity of Chief Financial Officer (CFO). Joyner brings his more than 29 years of financial services industry experience to the privately-held, independent broker-dealer (IBD) that services […]

American Portfolios Addresses SRI through the Launch of its Nine Points Investment Management Impact Portfolios

HOLBROOK, N.Y., Sept. 07, 2017 (GLOBE NEWSWIRE) — American Portfolios Financial Services, Inc. (AP) has added to its long-standing commitment to corporate social responsibility—including its support of non-profit organizations such as World T.E.A.M. Sports, Virtual Enterprises International and The Dome Project—by launching the Nine Points Investment Management (NPIM) Impact Portfolios. Through Socially Responsible Investing (SRI), […]

American Portfolios Financial Services, Inc. Named 2017 Broker-Dealer of the Year by Investment Advisor Magazine for the Third Year in a Row

Holbrook, N.Y., Sept. 05, 2017 (GLOBE NEWSWIRE) — American Portfolios Financial Services, Inc. (AP) is proud to announce that it has been named Broker/Dealer of the Year in 2017 by Investment Advisor magazine for the third year in a row. Each year since 1991, Investment Advisor magazine’s editorial staff have invited registered representatives of independent […]

American Portfolios Senior Executive Brings Thought Leadership Skills to Fifth Graders Through Poetry

HOLBROOK, N.Y.—(Aug. 25, 2017) – Vice President of Marketing & Corporate Communications Melissa Dolber Grappone of American Portfolios Financial Services, Inc. (AP) recently presented 16 fifth grade students at R.D. Seymour School in East Granby, Conn., with their published poetry exchanges, which they co-authored with Grappone and Writer/Health Club Owner Don Foxe just one day […]

American Portfolios’ Studio 454 Earns 2017 Videographer Award of Distinction

HOLBROOK, N.Y. (July 27, 2017) — American Portfolios Financial Services, Inc. (AP) is pleased to announce that the firm’s media production arm, Studio 454, has earned a 2017 Videographer Award of Distinction within the “Web-Based Production/Video for the Web – Event” category. The winning video submission, entitled “American Portfolios National Conference 2016 Recap,” highlights Connections […]

American Portfolios Financial Services Finalizes TrustFort Acquisition to Further Develop its Proprietary Business Technology Platform

HOLBROOK, NY–(Marketwired – June 16, 2017) – American Portfolios (AP) has officially acquired the intellectual property and developmental capabilities of TrustFort, a comprehensive IT solutions provider for the financial industry, in order to foster future strategic business initiatives that will benefit its family of investment professionals. One area within the financial services industry experiencing rapid […]

American Portfolios Assembles its Leading and Influential Investment Professionals at the Firm’s 2017 Leaders Conference

HOLBROOK, NY–(Marketwired – June 06, 2017) – American Portfolios Financial Services, Inc. (APFS) invited its top investment professionals at the 2017 Leaders Conference, held from May 18-21, in Jackson Hole, Wyo. The conference is the firm’s distinctive way of recognizing those advisors and managers who demonstrated exceptional performance in business during 2016.

American Portfolios General Counsel and Affiliated Advisor Conduct Ceremony to Honor Local WWII Veteran

HOLBROOK, NY–(Marketwired – May 10, 2017) – On May 3, 2017, EVP of American Portfolios Holdings, Inc. (APH) and Chief Legal Counsel Frank A. Tauches Jr., and American Portfolios Financial Services, Inc. (APFS) affiliated financial advisor William Donahue, arranged a ceremony to honor local World War II (WWII) military veteran Vincent Robert Long. Long — […]

American Portfolios Supports World T.E.A.M. Sports by Sponsoring and Participating in 2017 Face of America Bike Ride

HOLBROOK, NY–(Marketwired – May 05, 2017) – American Portfolios Financial Services, Inc. (APFS) continues its long-standing support of World T.E.A.M. Sports with the 2017 Face of America (FOA) bike ride, which took place April 28-30, 2017.

American Portfolios Places in Top 5 Small/Mid-Size Best Companies to Work for in New York for 2017

HOLBROOK, NY–(Marketwired – May 02, 2017) – American Portfolios Financial Services, Inc. (APFS) was recently included in the Top Five Best Small/Mid-Size Companies to Work for in New York. Ranked by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG), APFS was ranked among 46 New York businesses […]

American Portfolios Financial Services Introduces FREE — A New Blog Geared Toward Investment Professionals

HOLBROOK, NY–(Marketwired – April 20, 2017) – American Portfolios Financial Services, Inc. (APFS) recently launched FREE — a new blog that is designed specifically for its family of affiliated investment professionals and the financial services industry at large.

American Portfolios Financial Services Officially Launches its 2017 Connections Tour

HOLBROOK, NY–(Marketwired – April 05, 2017) – American Portfolios Financial Services, Inc. (APFS) has officially launched its 2017 Connections Tour. On March 2, 2017, APFS held the first regional meeting in the Connections Tour lineup at its headquarters in Holbrook, N.Y. Attending affiliated colleagues, focus partners and home office staff members concluded that the tour’s […]

American Portfolios Financial Services Hosts 2017 Virtual Enterprises International Business Plan Competition

American Portfolios Chosen as One of the Best Companies to Work for in New York for Second Year in a Row

HOLBROOK, NY–(Marketwired – January 25, 2017) – For the second consecutive year, American Portfolios Financial Services, Inc. (APFS) has been included among an elite group of top employers by being named one of the Best Companies to Work for in New York 2017 by the New York State Society for Human Resources Management (NYS-SHRM) and […]

American Portfolios Promotes Dalchand Laljit to EVP of Business Processes and Organizational Development

HOLBROOK, NY–(Marketwired – January 13, 2017) – American Portfolios Financial Services, Inc. (APFS) has recently promoted Dalchand Laljit to a strategic leadership position as executive vice president of business processes and organizational development.

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