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How We Do Business - The American Portfolios Way.

How do we do business?

How do we do business?

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.

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What Should You Look for in a Financial Advisor?       


       

             

An individualized, personal approach

We create customized Portfolios for your specific goals and needs.

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Highly Skilled Money Management

With more than 40 Years of experience, we are prepared to guide you through your life transitions.

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Fiduciary Responsibility and Commitment

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.

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