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American Portfolio Management, LLC (APM) is a Colorado registered investment adviser whose primary business is investment portfolio management. We manage your assets in your own accounts using third party investment advisers (TPIA). These TPIA accounts are titled in your name and we can use a top tier broker as the custodian. We can create an individual financial plan for you; customized for your specific situation. APM manages assets for individuals, your retirement plans, trusts, and companies. Our services are full service and we exercise investment discretion over funds on deposit with our institutional custodian.
APM believes in selecting investment advisers that meet your individual investment risk levels and cash flow time horizons. Our approach for managing risk begins with understanding your circumstances. We build a client specific investment management plan, many times using your existing mutual funds, stock bonds, or variable annuity accounts, that takes into account your short term and long term cash flow needs. Our goal is to help you to get to retirement and keep you retired in the lifestyle you deserve.
Management fees are based on account size and typically range between 2% to 0.8% of assets under management per year. These fees may be adjusted depending on the portfolio complexity requested by the client.