American Portfolios Annual Review
In 2018 it was a breakaway year for American Portfolios (AP). The playing field for independent financial services was not unlike prior years – a game of broker/dealers – of consolidators expanding and contracting as changing industry and financial trends dictated. A short-end game for businesses large and small looking to cut their losses while ahead, the benefits of some outweighed the detriment of many—many being investment professionals in private practice.
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AP has chosen a different playbook. It is one with a consistent management approach designed for a company that is built to last. And while the financial services industry, as we know it, will not be the same ten years—perhaps even five years—from now, AP has taken great strides to ensure longevity for the team and the private practices it serves, preserving the culture and core values they have come to expect and know. Read Review