Advanced Portfolio Strategies

Norikazu Yamaguchi is a financial advisor with Advanced Portfolio Strategies in Torrance, CA, holding eight years of industry experience. He has been with APS Management Group, Inc. since 2018 and is also involved with Philosophy LLC. Outside of advisory services, he owns ANGEL MARKETING, LLC, a business focused on the sale of group health benefits to businesses. Advanced Portfolio Strategies provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and business entities. The firm employs a client-specific investment approach that integrates fundamental, quantitative, and technical analysis alongside modern portfolio theory, managing approximately $158.7 million for around 208 clients.

Samuel Ford is a financial advisor with Advanced Portfolio Strategies, holding three years of industry experience. He also operates his own solo law practice. Advanced Portfolio Strategies serves individuals, pension and profit-sharing plans, and business entities by providing portfolio management, financial planning, and pension consulting. The firm employs a diversified, multi-strategy investment approach combining fundamental, quantitative, and technical analysis, and offers additional services including insurance products and access to an online lending platform.

Glen Michel is a financial advisor with Advanced Portfolio Strategies, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has worked at APS Management Group, Inc. since 2016 and Mass Mutual Life Insurance Company since 2010. He is also involved in the general sales of life, health, disability, and long-term care insurance and annuities. Advanced Portfolio Strategies provides advisory services to individuals, pension and profit-sharing plans, and business entities, employing a diversified, multi-strategy investment approach that includes portfolio management, financial planning, and pension consulting. The firm offers a range of investment instruments and insurance products, operates with written discretionary authority on most accounts, and conducts educational seminars and workshops for clients and the public.

Daniel Bennett is a financial advisor with Advanced Portfolio Strategies in Torrance, CA, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has been with APS Management Group, Inc. since 2016 and MassMutual Life Insurance Company since 2010. Outside of his advisory work, Bennett serves as Treasurer of the Santa Monica Palisades Lodge #307, a nonprofit fraternal organization. Advanced Portfolio Strategies provides comprehensive advisory services to individuals, pension and profit-sharing plans, and business entities, utilizing a diversified, multi-strategy approach that includes portfolio management, financial planning, and pension consulting. The firm combines fundamental, quantitative, and technical analysis with both long- and short-term trading techniques and offers insurance products and access to personal and business loan services.

Hirohisa Isogawa is a financial advisor at Advanced Portfolio Strategies with 24 years of industry experience. He holds a Series 63 designation and has worked with firms including APS Management Group, SCF Securities, Two Miles, and Isogawa Co., Inc. Outside of his advisory role, he serves as president and director at Isogawa Co., Inc., a tax consulting and accounting firm. Advanced Portfolio Strategies is a small team-based firm providing portfolio management, financial planning, and pension consulting to individuals, pension plans, and business entities. The firm uses client-specific investment policies and a combination of fundamental, quantitative, and technical analysis to manage approximately $158.7 million across 208 clients.

Daniel Hart is a Series 65-licensed advisor with Advanced Portfolio Strategies in Torrance, CA, where he has worked for six years. His prior experience includes roles at APS Management Group, Inc. from 2018 to the present, with a period as a student from 2016 to 2018. Advanced Portfolio Strategies serves individuals—including high-net-worth clients—pension and profit-sharing plans, and business entities with portfolio management, financial planning, and pension consulting. The firm employs a diversified, multi-strategy investment approach that includes fundamental, quantitative, and technical analysis, as well as both long- and short-term trading techniques.

Hiromi Mime is a Series 65-registered advisor with Advanced Portfolio Strategies in Torrance, CA. She has held roles at APS Management Group, Inc. and Advanced Portfolio Strategies since 2025 and previously worked at the U.S. Embassy Tokyo and the Consulate General of Japan in Los Angeles. Advanced Portfolio Strategies serves individuals, pension and profit-sharing plans, and business entities, providing portfolio management, financial planning, and pension consulting. The firm employs a diversified, multi-strategy investment approach that includes fundamental, quantitative, and technical analysis as well as both long- and short-term trading techniques.

Emma Timm is a financial advisor at Advanced Portfolio Strategies with a Series 65 credential and one year of industry experience. Prior to joining Advanced Portfolio Strategies, she worked at ATS Wealth Management and The Retirement Group LLC. Advanced Portfolio Strategies is a small team managing approximately $158.7 million for about 208 clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, pension and profit-sharing plans, and business entities. The firm employs a multi-faceted investment process that includes fundamental, quantitative, and technical analysis combined with modern portfolio theory, and provides quarterly portfolio reviews with options to delegate assets to third-party managers or private funds.

Thomas Sneed is a financial advisor at Advanced Portfolio Strategies with four years of industry experience. He has worked with APS Management Group, Inc. since 2021 and Wicklow Advisors, Inc. since 2019, and was self-employed from 2011 to 2021. In addition to his advisory role, he holds credentials as a CPA and provides tax advisory services. Advanced Portfolio Strategies is a small team managing approximately $158.7 million for around 208 clients, offering discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, pension plans, and businesses. The firm’s investment approach integrates fundamental, quantitative, and technical analysis with modern portfolio theory, providing tailored Investment Policy Statements and a range of strategies including long- and short-term trading and options.

Benjamin Castillo is a financial advisor at Advanced Portfolio Strategies with one year of industry experience. He holds a Series 65 designation and previously worked at Centric Capital Advisors. Advanced Portfolio Strategies serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities by offering portfolio management, financial planning, and pension consulting. The firm employs a diversified, multi-strategy investment approach that incorporates fundamental, quantitative, and technical analysis, and includes access to insurance products and personal and business loan sourcing.