We create value for our people and value for our clients.

We always take the high road, even if it costs us in the short term, because we believe the things that make you richest are the things you do for others.

Independence


 

Connection


 

Responsibility


 

 
Independence

The freedom to make recommendations, unbound by mandates or incentives.

 
Connection

One investor, one advisor, one goal.

 
 
Responsibility

Client relationships are built on a simple premise: transparency and trust.

Our Mantra

American Portfolios must seek out the best business solutions, support and services that its financial professionals require to achieve financial freedom for their clients.

Mantra and Core Values

 
  • + The AP Mantra
    - The AP Mantra

    American Portfolios must seek out the best business solutions, support and services that its financial professionals require to achieve financial freedom for their clients.

  • + Nurture
    - Nurture

    American Portfolios’ first responsibility is to its valued employees, the men and women working for us, who provide the highest level of service to our customers—our affiliated financial professionals. American Portfolios is committed to providing a clean, safe, and orderly workplace where employees are treated with respect and dignity, and are recognized for the unique and special qualities they bring to their jobs. American Portfolios encourages equal opportunities in employment, development, and advancement. Employees should feel secure in their positions, know they will be compensated fairly and adequately, and feel free to offer suggestions or bring forth concerns.

  • + Launch
    - Launch

    Providing optimal service and support to the financial service professionals, their staff, and their clients as well as all others who use our services is one of American Portfolios’ core responsibilities. We must strive to meet our customers’ needs with the highest level of quality and dedicate ourselves to setting the standard of service excellence for our industry.

  • + Give
    - Give

    Fostering positive social and environmental change in the communities where we live and work as well as in the global community is paramount. We must be responsible citizens through our support of good works, honest charities, civic improvements, better health, and education. We must maintain in good order the property we are privileged to use by protecting the environment and its natural resources.

  • + Aim
    - Aim

    Shareholder value, our commitment to stockholders, is our final responsibility. Business must make a sound profit. Therefore, we must strive to achieve a balance among the fiscal, social, and environmental responsibilities of our firm, experiment with new ideas and develop new technologies in our efforts to stay ahead of the competition, and create reserves to prepare for adversity. It is our belief that when we operate according to these principles, shareholders will realize a fair return.