Advanced Portfolio Strategies

Glen Michel is a financial advisor at Advanced Portfolio Strategies with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at APS Management Group, Inc. since 2016, following five years at MML Investors Services and over 16 years with Mass Mutual Life Insurance Company. In addition to his advisory role, he sells life, health, disability, and long-term care insurance products. 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. The firm’s investment approach integrates fundamental, quantitative, and technical analysis with modern portfolio theory, providing customized strategies and quarterly portfolio reviews.

Daniel Bennett is a financial advisor with Advanced Portfolio Strategies in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior roles include positions at MML Investors Services Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he serves as Treasurer for the Santa Monica Palisades Lodge #307, a nonprofit fraternal organization. Advanced Portfolio Strategies is a small team managing discretionary and non-discretionary portfolios, financial planning, and pension consulting for individuals, pension plans, and business entities. The firm uses a client-specific investment approach that incorporates fundamental, quantitative, and technical analysis alongside modern portfolio theory, offering ongoing portfolio management with quarterly reviews and access to third-party managers or private funds.

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 financial advisor at Advanced Portfolio Strategies with six years of industry experience. He holds a Series 65 designation and has been with APS Management Group since 2018. Prior to his advisory career, he worked briefly at Big 5 Sporting Goods and spent several years as a student. 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. The firm serves individuals, pension and profit-sharing plans, and business entities, employing a multi-faceted investment approach that includes fundamental, quantitative, and technical analysis combined with modern portfolio theory.

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.

Benjamin Castillo is a financial advisor with Advanced Portfolio Strategies holding a Series 65 designation. He has been with the firm since 2025 and previously worked at Centric Capital Advisors from 2016 to 2020. Castillo is based in Torrance, CA. Advanced Portfolio Strategies is a small team managing approximately $158.7 million for about 208 clients, providing discretionary and non-discretionary portfolio management, financial planning, and pension consulting. The firm uses a client-specific investment process combining fundamental, quantitative, and technical analysis with modern portfolio theory, and offers a range of strategies including trading with leverage and options.