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HOLBROOK, NY --(Marketwired - February 24, 2016) - American Portfolios Financial Services, Inc. (APFS), a privately-held, independent broker/dealer that services financial advisors across the country, was recently named one of the Best Companies to Work for in New York 2016 by the New York State Society for Human Resources Management (NYS-SHRM) and the Best Companies Group (BCG). The annual awards are part of a program that identifies, recognizes and honors the best places of employment in New York state, whose practices benefit the state's businesses, economy and workforce.
On the heels of being named Broker/Dealer of the Year for 2015 by Investment Advisor magazine, APFS was recognized among 80 New York businesses by the NYS-SHRM and the BCG in the category of small/medium-sized employers with 15 to 249 United States employees. The NYS-SHRM operates as an affiliate of the nation's SHRM, which is the world's largest association devoted to serving the needs of and advancing the interests of the Human Resources profession. The BCG is an independent firm that manages the Best Places to Work programs on state, regional and national levels worldwide. The process of selection consisted of two parts: a questionnaire completed by the employer, which detailed company policies, practices, benefits and demographics; and an employee engagement and satisfaction survey, which allowed employees to rate their employer on a variety of practices, culture and overall fulfillment. The BCG conducted, analyzed and evaluated the surveys to reveal the 80 best companies to work for in the state of New York for the following year.
APFS' 100-plus employees work collaboratively to service the business needs of 794 independent investment professionals and their affiliated assistants and support staff located in 360 branch offices throughout the United States. Employees are part of a corporate culture that embraces the tenets of the company's five-year roadmap for strategic growth, which is built on six equally important, interconnected strategic company perspectives -- People, Innovation, Process, Customer, Financial and Community -- and the foundation from which all planning and executions are derived.
In an economic climate where many companies are reducing the amount of benefits and perks an employee receives, APFS takes a counter approach. APFS employees receive a robust benefits package, inclusive of health insurance, free life insurance, unprecedented 401(k) matching, stock options, bonus incentives, and performance and service awards. The firm is highly invested in the educational betterment of its employees, offering tuition reimbursement, free license testing, and unlimited training seminars and courses. In 2015, the company introduced Six Sigma Yellow Belt training for employees via Vice President of Service Quality and Process Excellence Dalchand Laljit. The project training associated with the Lean Six Sigma methodology not only helps staff members to firmly establish the "Voice of the Customer," resulting in the ability to exceed client needs and expectations, but provides enrichment on a personal level. In addition, the company also recognizes the importance personal health and fitness has on overall wellbeing and productivity, offering employees a flexible work schedule, summer hours, appreciation events, health and wellness lunch and learns, massage sessions and private coaching sessions with a registered dietician.
APFS is also keenly engaged in taking part in socially responsible programs, such as its ongoing association with non-profit organizations like World T.E.A.M. Sports (WTS), which organizes athletic events for disabled and able-bodied citizens to achieve a common goal. Employees actively volunteer, coach and compete in WTS events, such as the annual Face of American Bike Ride, Coastal Team Challenge and Adventure Team Challenge. Of the firm's ongoing commitment to Corporate Social Responsibility, CEO and President Lon T. Dolber shares, "When I think of our proudest, most unified moments, it is those where employees and colleagues at the firm are engaged outside of our business and work environment-representing APFS' commitment to bettering the communities in which we live and thrive-that come to mind."
"American Portfolios is truly a wonderful company to work for, and I am ecstatic that we have been recognized," said Vice President of Human Resources Lisa DiBella of being included among the notable companies selected for the 9th annual Best Companies to Work for in New York awards. "For a company that opened its doors during one of the toughest times in its industry -- and for the nation -- on Sept. 11, 2001, the firm has grown year after year not only in the service it provides its valued customers, but in the culture and benefits offered to employees … the core of the AP family."
APFS looks forward to attending the 2016 Best Companies to Work for in New York State Awards ceremony on May 3, 2016, in Albany, N.Y.
About American Portfolios
Headquartered in Holbrook, N.Y., 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 division American Outsources, LLC (AO,) 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 794 independent investment professionals located in 360 branch locations throughout the nation, and was named Broker-Dealer of the Year* (Division III) by Investment Advisor magazine in 2015.
*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."
Vice President of Marketing and Corporate Communications
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Member: FINRA, SIPC