4550 Post Oak Place Drive,
The American Portfolios Way.
When it's time to get serious help with your investments, you're more than just "another account". With over 40 years of experience, Michael Stewart is a seasoned financial advisor who has worked extensively with successful individuals and business owners throughout his career. Mr. Stewart can help to carefully and conservatively shepard your hard earned money, towards achieving your life goals.
Our business is built on a foundation of thoughtful client relationships
American Portfolios' Houston Representatives are experienced professionals, seasoned in money management, financial planning, and tactical asset allocation.
We do business primarily in two ways:
1) The 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 handled through our clearing relationship with Pershing, LLC (Owned by Bank of New York/ Mellon Bank).
2) 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 also handled through our clearing relationship with Pershing, LLC (Owned by Bank of New York/ Mellon Bank).
The majority of our clientele prefer the advisory approach.
We create customized Portfolios for your specific goals and needs.
With more than 40 Years of experience, we are prepared to guide you through your life transitions.
Trust is earned, and it comes from delivering consistent and excellent services everyday.. American Portfolios Houston strives to maintain our core values, and bring to you financial stability so you can focus on your life.