Advanced Portfolio Strategies

APS Management Group, Inc. dba Advanced Portfolio Strategies and Advanced Portfolio Strategies Insurance & Financial Services is a registered investment adviser established in 2014 and licensed in 2016. The firm offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. Clients may grant discretionary authority for securities selection and transactions. The firm may direct clients to third-party advisers, ensuring proper licensing and registration. AMGI's investment strategies include long-term and short-term trading, margin transactions, and options trading. The firm discloses potential risks associated with various securities, such as mutual funds, ETFs, annuities, hedge funds, and private equity funds. AMGI charges asset-based fees ranging from 0.40% to 1.50% based on total assets under management. Clients receive quarterly reports detailing account performance and fees. The firm does not accept performance-based fees or engage in proxy voting for client securities. AMGI maintains a Code of Ethics and discloses potential conflicts of interest related to third-party compensation and soft dollar benefits. The firm does not have financial conditions impairing client commitments and has not filed for bankruptcy in the past ten years. For further details, clients can refer to Part 2B for individual representatives.