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Featured Advisor

Asset Preservation Advisors


State: GA

APA’s philosophy is to work closely with our clients to develop an in-depth understanding of their unique needs and objectives. We then customize a municipal bond portfolio that best meets their specific goals and needs. APA manages high quality municipal bond portfolios in four strategies: Short-Term, Intermediate-Term, High Income, and Taxable.

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Advisor Usage

January 9, 2017


 The ultimate test of loyalty is whether wealthy investors would follow their advisor if he or she were to leave their present firm. Click here to read more

December 14, 2016


 As wealth level increases so does usage of a financial advisor. How do the Ultra High Net Worth infestors find their advisors and what criteria do they use to select them? Click here to read more

August 17, 2016


Establishing the manner in which one’s personal wealth will be handled and then eventually distributed requires some very intimate discussions and decisions. Click here to read more

August 15, 2016


At least half of HNW investors prefer to go to their financial advisor’s website. This is a substantial increase over 2015, Click here to read more

July 20, 2016


Affluent investors were shown a group photo of eight adults, each representing a different combination of race, gender and age, and asked, based solely on the photograph and without receiving any other information about each person, who they would be most likely to select as their financial advisor. Click here to read more

June 23, 2016


Financial providers are offering ultra-wealthy clients a family history package of videos and special presentations. Click here to read more

June 21, 2016


Which investors prefer full service brokers, and which prefer investment managers? Click here to read more

June 16, 2016


Advisors need to know the differences between male and female investing habits. Click here to read more

June 14, 2016


Spectrem studies the differences between affluent men and women in terms of investing strategies. Click here to read more

June 2, 2016


Advisor dependency can affect decision-making among Millionaires. Click here to read more

May 26, 2016


Millionaires have different relationships with advisors, and those relationships can affect their investment strategies. Click here to read more

May 3, 2016


In Spectrem’s new report, plan participants share their attitudes towards investing. Click here to read more