americanportfolioservices.com
Home
Investment
Services
Executive
Summary
Investment
Management
Contact
Investment Services
Business Focus
American
Portfolio Services, Inc., hereinafter referred to as “the Company”, is
a registered investment advisor
that provides equity and fixed-income investment portfolio management to
individual investors, as well as to a wide variety of qualified
pension/profit sharing plans, corporations, banks, endowments and
charitable groups.
Mission Statement
The
Company’s investment philosophy – learned and nurtured over many years
– is that, “quality investments afford the greatest opportunities for
asset growth with the least degree of risk.”
This philosophy has led to a disciplined and mature investment
approach that has been developed through time with practical experience.
The Company employs an investment strategy designed to enhance the
overall financial performance of each client’s investment portfolio(s)
relative to their predetermined time horizons and market benchmarks, while
attempting to reduce risk and volatility.
To
accomplish this objective, the Company will: (i) develop tailored
investment solutions; (ii) implement the designed investment approach;
and, (iii) monitor the investment performance of such management strategy.
Preparation for Investment Services
The
Company
will engage new clients in pre-advisory consultations to gain better
insight into their individual needs and objectives.
Through these consultations, the Company will discuss issues,
such as, the client’s risk tolerances, liquidity needs, prior investment
experience, and other variables relevant to his or her unique financial
make-up and circumstances. During
these consultations, the client will be encouraged to ask questions.
The Company wants the client to be comfortable with its areas of
expertise, overall investment performance and fee structure.
Successful investment management
and asset allocation can be difficult to achieve if the client cannot
project a clear picture of his or her financial needs and time horizons;
and with today’s global markets this can be very critical.
Pre-advisory consultations conducted by the Company help eliminate
much of the guess work in achieving financial security and independence
that the client is seeking by simplifying financial alternatives.
Such pre-advisory consultations between the Company and the client
help:
-
Define and narrow the client’s objectives and investment options;
-
Force creative thinking;
-
Identify areas of greatest concern;
-
Create a unique picture of the client’s overall financial personality; and,
-
Provide an effective and efficient way for the Company to address the client’s unique financial needs and objectives.
Upon completion of the
pre-advisory consultation(s), the Company may provide the client with a
written assessment of the client’s investment objectives, needs, and
risk tolerance. This written
assessment will also outline a proposed investment strategy.
