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 American Portfolios Financial Services, Inc. Member FINRA/SIPC. Investment advisory and financial planning services offered through American Portfolios Advisors, Inc., an SEC Registered Investment Advisor.

Registered states: AZ, WA, CA, CO, UT, ID, TX, IA, MI, NM, OR & WY

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