As a full-service independent broker/dealer and Registered Investment Advisor, American Portfolios (AP) seeks to provide the best platforms, products and services to support the needs of its investment professionals (IPs) in order for them to serve their clients. Headquartered in Holbrook, N.Y. since 2001, AP has invested in a dedicated team of problem solvers and solutions providers for more than 850 independent IPs (inclusive of registered assistants) and 390 non-registered associates, located in 394 branch locations nationwide. The company has built a strong foundation of innovative technologies with a customer focus, creating vast business efficiencies. As part of AP’s strategic focus, in association with its employees and affiliated colleagues, is a keen awareness to Corporate Social Responsibility, owing to the belief that a company has an obligation to do good work in the community.
In the first quarter of 2021, American Portfolios (AP), supported by its in-house media production facility Studio 454, premiered Market Lens with Cliff Walsh, CFA, a semi-monthly video series featuring commentary from the firm’s Chief Investment Officer and hosted by its Manager of Due Diligence. This video series examines and distills key areas of the financial markets for a timely, deep-dive on topics important for financial advisors to keep top-of-mind. The series is made available to the firm’s affiliated advisor community via AP’s internal communications channels and is available to the public on the firm’s YouTube channel and social media platforms. Each video is approved for advisor and investor consumption.
In 2020, American Portfolios (AP) underwent a significant upgrade to its advisory platform resulting from a new partnership between its Registered Investment Advisor (RIA), American Portfolios Advisors, Inc. (APA), and SMArtX Advisory Solutions to provide AP-affiliated IARs with a variety of tools/resources to run their advisory businesses more efficiently. After months of rebuilding/beta testing, the AP Advisory Platform was officially launched, improving operational productivity and providing self-service capabilities that reduce time spent managing client accounts. By summer 2021, the billing process for all investment advisory accounts began calculations through the Platform. In 3Q2021, the firm’s Nine Points Investment Management (NPIM) model offerings were integrated into the Platform. Overall, the endeavor to rehaul the engine behind the Platform afforded IARs many operational efficiencies and enhanced user-experience.