Products and Services

American Portfolios is a full-service financial firm committed to helping people achieve their financial goals. We offer a wide range of financial products and services to individuals and business owners. Our principal product offerings include bonds, common stock. CD's, mutual funds, insurance products, and advisory services. We do business primarily in two ways:

1) The traditional broker/dealer  relationship, where clients purchase a stock, bond or mutual fund, and incur a commission or sales charge. Transactions and custodianship of client assets are done through our clearing relationship with Pershing, LLC (Owned by Bank of New York/ Mellon Bank).

2) The more recent advisory or "fee based" method, where no commissions are paid, rather a fee is charged for services, asset management, and/or advice. Transactions and custodianship of client assets are done through our clearing relationship with  Pershing, LLC (Owned by Bank of New York/ Mellon Bank).

We are not part of a multinational wire house or an insurance conglomerate, nor are we captive to a particular brand or family of products. 

This independence allows us to work with only those products and services that are most appropriate for our clients.