Our Strategic Partner

Our Strategic Partner

About American Portfolios Financial Services

Home-based in New York’s Metropolitan area, American Portfolios Financial Services (APFS) is one of the top 50 independent broker/dealer firms in the industry*. Since September of 2001, APFS has been supporting affiliated financial professionals by reducing the operational complexities associated with running a financial services practice.   With the backing of a strong business solutions provider like APFS, this enables Summit Capital Management to do what we do best—help clients attain their financial goals and dreams.

A robust mix of the following services and offerings—to name a few—makes this all possible:

  • Technology-enabled client access 24/7
  • Technology-enabled investment and reporting tools
  • Full-service brokerage and independent custodial relationships
  • Comprehensive compliance and risk management  services
  • Access to a wide array of professional estate and financial planning services

American Portfolios understands the importance of providing a business framework that supports the dissemination of unbiased investment advice. Because the firm has no proprietary products to sell, American Portfolios’ 700-plus affiliated financial professionals throughout the nation are making investment recommendations free from any conflicts of interest.  This, coupled with a host of financial business tools and resources empowers them to understand their clients’ priorities, passions and dreams, and develop well thought-out financial plans that will help to sustain and support them during every stage of their life.  

For more information about American Portfolios Financial Services, visit American Portfolios.

* As reported in Investment News - April 2015 and Financial Advisor Magazine – April 2015M.

Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Investment advisory services offered through Osaic Advisory Services, LLC, an SEC Registered Investment Advisor.  Osaic Wealth and Osaic Advisory Services are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory Services.

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, GA, IA, MI, MN, MT, NV, NJ, NM, OR, TN, TX, UT, WA & WY.  No offers may be made or accepted from any resident outside the specific state(s) referenced.

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