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.

Social Responsibility

American Portfolios does not fall victim to a myopic vision that sees only the bottom line.

Social Responsibility

  • + Our Promise
    - Our Promise
    We promise to always act with integrity, never sacrificing our advisors’ or clients’ interests for the sake of our own. We hold ourselves responsible not only to our customers, but also to our communities.  Here are a few of the events and organizations we are personally dedicated to.

  • + Dome Project
    - Dome Project
    The DOME (Developing Opportunities through Meaningful Education) Project provides young people with alternatives to the negative pressures they face in their communities to help them develop a healthy, positive sense of self. American Portfolios champions the Dome Project's work to empower young Americans living under difficult circumstances.

  • + The Leukemia & Lymphoma Society
    - The Leukemia & Lymphoma Society
    The Leukemia & Lymphoma Society (LLS) is the world's largest voluntary health organization dedicated to funding research for blood cancer cures, distributing free information and services, and enabling blood cancer patients to live better, longer lives. American Portfolios' support of this organization is rooted in an experience that touched a valued employee, Dean Bruno, diagnosed in May 2013 with Stage 3 Nodular Sclerosis Hodgkin's Lymphoma. Today, he remains cancer-free, thanks to research funding provided by LLS.

  • + Virtual Enterprises International (VEI)
    - Virtual Enterprises International (VEI)

    VEI is a non-profit organization that offers in-school experiential learning programs for high school students to form entrepreneurial, start-up businesses within a live global simulated setting. APFS has been a fervent supporter of VEI’s mission to foster future business leaders early in their academic careers. APFS has been involved in the judging and sponsorship of VEI’s local student competitions, providing them with the backdrop of a true corporate experience. AP Also provides mentorship and internship opportunities for the entire VEI network, connecting them to its affiliated financial professionals located in more than 300 branches throughout the nation.

    Learn more about honoring American Portfolios at VEI's 20th Annual Gala 

    Gala-Website-Banner

  • + World T.E.A.M. Sports
    - World T.E.A.M. Sports
    World T.E.A.M. (The Exceptional Athlete Matters) Sports creates and organizes inclusive athletic events with teams of disabled and able-bodied athletes that challenge them to accomplish goals they never thought possible. American Portfolios is an active supporter of World Team Sports; our employees, affiliated advisors and business partners have been participating in events and raising money for this non-profit organization since 2006.