We have our own investment portfolios managed entirely in-house....Many firms claim to be "independent" but are not.
ADAMSTOWN, Md. (PRWEB) April 06, 2018
Wealth Management Institute, Ltd. is proud to announce that Executive Director and Chief Investment Officer, C. Cameron Bell MAS, CFP has been named a Top 100 Advisor with American Portfolios Financial Services as of February 28, 2018.
“I am honored and pleased to make the Top 100 list of a firm such as American Portfolios,” Bell stated. “This is indeed a validation of our business model and our decision to associate with American Portfolios in May 2015.” American Portfolios has been selected as Broker/Dealer of the Year in 2017 for the third consecutive year by Investment Advisor magazine. In addition, the firm was named one of the best firms to work for in New York State in 2018 for the third year in a row.
“This is a testament to our clients’ faith and trust in our ability to meet their needs. Clients look to us to provide transparent, well-articulated investment approaches. We have our own investment portfolios managed entirely in-house. I saw affiliation with American Portfolios as the best way to execute this unique approach and this standing helps verify that choice. Many firms claim to be “independent” but are not. We really do have synergies with American Portfolios not available anyplace else.”
About Wealth Management Institute, Ltd.
Wealth Management Institute is focused on providing investment solutions and financial guidance to individuals. A State of Maryland Registered Investment Advisor, they can be found on the web at http://www.wealthmanagementpro.com C. Cameron Bell, a Certified Financial Planner licensee since 1999 and graduate of The Johns Hopkins University, founded Wealth Management Institute in 1995. He has regularly conducted educational events on financial matters important to individuals ever since.
About American Portfolios Financial Services
Headquartered in Holbrook, N.Y., American Portfolios Financial Services, Inc. (APFS) is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. Fee-based asset management is offered through its sister subsidiary, American Portfolios Advisors, Inc., (APA), an SEC Registered Investment Advisor. Both entities, along with technology entity American Portfolios Advisory Solutions, LLC, collectively reside under the legal entity American Portfolios Holdings, Inc. (APH). Full-service securities brokerage is available through a clearing firm relationship with Pershing, LLC, a BNY Mellon firm, the securities of which are held on a fully disclosed basis. The company currently serves 816 independent investment professionals located in 374 branch locations throughout the nation. It was named Broker-Dealer of the Year* (Division III) by Investment Advisor magazine in 2015, 2016 and 2017, as well as one of the top Best Small/Mid-Size Company to Work for in the state of New York for 2016, 2017 and 2018 by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG).
*Based on a poll of registered representatives conducted by Investment Advisor magazine. Broker/dealers rated highest by their representatives are awarded "Broker/Dealer (B/D) of the Year."
Disclosure and disclaimer
Securities are offered through American Portfolios Financial Services, Inc. (APFS) Member FINRA/SIPC. Investment advisory services offered through Wealth Management Institute, Ltd., a State of Maryland registered RIA. APFS and Wealth Management Institute, Ltd. are unaffilated entities. Insurance services offered through C. Cameron Bell are independent of APFS and Wealth Management Institute, Ltd. Past performance is no indication of future results.