John D. Agoglia, President:

“As sole proprietor, I may be asked why referring to this enterprise as “we” should be appropriate.

This sleight of hand allows me to convey the fact that Advanced Portfolio Services only exists thanks to decades of collaboration with friends, colleagues and mentors over a long career, allowing “us” to offer
this shared wisdom.

“We” are more than a one man show.
A network of industry professionals and our investments in technology and in research curated for quality allows our Clients to leverage considerable resources.
My unique forty year Wall Street perspective includes a highly productive trading career and client relationship experience at the highest institutional levels in the fixed income markets.
This includes hands-on development of complex strategies and analytics, operational solutions, and an extensive history of managing risk.
Serving in roles of management responsibility allowed me to participate meaningfully during periods of extreme volatility and industry upheaval.
Further extensive experience as an accredited investor and maintaining a practical knowledge of the tools necessary to navigate today’s fast moving financial markets is another asset we bring to our Clients.”

I would be honored to share more of my personal history and perspective
in a free and private Consult where we will focus on your needs.

We are more than your “Stockbroker”.
There is a world of brokers, gurus, pundits and services competing for your money and attention.
News, analysis, opinions, and hot tips inundate the online community and the media on a daily basis.
Much content is rushed to the market without vetting, or compromised by conflicts of interest.
Ads for trading systems or subscription services hit inboxes by the millions daily. As a result, overwhelmed investors waste time, money and effort researching, testing out, and then abandoning providers, some paying for services long past their use. Many just grant their business to interest-conflicted brokerage firms at premium cost for mundane ideas and mediocre performance.

Through our fiercely independent and critical approach, we invest our own time and capital to sift through it all, and find for our Clients valuable analysis appropriate for your account size and objectives.

Most importantly, our Independence and Fiduciary Duty compels us to seek superior results without bureaucracy or conflicts and always with your best interests in mind.

Below please find a brief summary of our Services:

-Portfolio Management
This is our core business for institutions, individuals, and families. We will carefully assess your specific needs and risk profile without conflict or sales pitches, regardless of your financial acumen. All Accounts are managed with the highest level of transparency, and assets at all times are held in Client name at an appropriate Custodian.

-Conservative Cash Management
For businesses and other orgs holding fund balances
Incl. escrows, settlements, trusts, schools, ngo’s
Volatility in both interest rates and the banking industry require vigilance to maximize returns safely.
Our fixed income expertise can help you add value.

-Tactical Advisory
Suitable for sophisticated investors and professional trading accounts.
We explore arbitrage, income strategies, and algorithms across multiple financial and alternative products.
Our same high level of Client account oversight prevails across all managed products.

-Business Analytics Services
For Independent businesspersons and other organizations.
We can perform analytics and research projects, working together with you in a cost efficient way to improve your productivity.
Our Fiduciary role also ensures that we are held to the highest standards of Client privacy and integrity of your data for all accounts.

One common theme across all our products will be to identify anomalies and inefficiency, and seek predictable patterns that may be exploited for the benefit of our Clients. This is applicable not only to markets, but also business and human behavior, and applies to all our Services.

We also offer a Free Portfolio Evaluation.
Find out what your broker is really up to!
To learn more,
Book a Free Initial Consult.

If you wish to grow and protect your hard earned family wealth, improve your trading performance, maximize your organization’s productivity, or seek a conversation on financial matters of importance to you, please join us at Advanced Portfolio Services.