Our financial consulting practice has partners that are focused on advisory services for employer retirement plans. We service clients across the nation, with offices in South Florida, Denver and New York. Our services are offered to successful companies who take their retirement plans seriously. We are most effective with clients that have strong company cultures and are successful within their industry. We work with investment committees that are committed to creating outstanding benefit programs for their employees and strive toward fiduciary best practices. We have built our practice since 2002 by servicing clients with over $1 billion in retirement assets and thousands of employees.
We help fiduciaries optimize their retirement plan and measure participant success. We believe employees on track for retirement are more productive in their jobs, more loyal to the employer and ultimately more valuable to themselves and the employer. We will help you build and shape a retirement plan that attracts and retains the right type of employee talent your company covets.
Our commitment is to help you meet fiduciary obligations through investment committee meetings, policy statements, participant success tracking, investment reviews, plan design techniques and employee education.
Brett is an Accredited Investment Fiduciary working at American Portfolios and is currently enrolled in the TRAU Retirement Advisor University program, the first retirement planning certification program associated with a nationally recognized institution of higher learning, offered through UCLA’s Anderson School of Management.
He has been on several National Advisory Boards of top 401k providers such as Prudential, ING and Alliance Bernstein. He is a frequent speaker at client and industry events and conferences.
An Accredited Investment Fiduciary with over 20 years in the financial services industry, Tom focuses on helping businesses and non-profit organizations of all sizes to create the best retirement plans for their employees.
Working with owners, boards of directors, executives and HR advisors/professionals, Tom’s goal is to provide the best, most cost effective retirement plan solution for your organization.
Ken is an independent financial advisor who has been associated with American Portfolios since 2001. His focus is wealth accumulation and income distribution in retirement.
Matthew focuses on the development of strategies for a secure retirement for clients, looking to help optimize retirement plans so that participants can retire effectively.
With over 15 years in the financial services industry, Kris’ expertise lies within individual planning. Working with individuals and families, Kris guides clients through the approach, plan and execution of financial goals as they travel down the road to financial independence.