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Asset Preservation Advisors








3344 Peachtree Road
Atlanta, GA 30326 - United States

Phone: 4042611333
Fax:
Email:
Website:

Background: Founded in 1989 in Atlanta, Georgia, Asset Preservation Advisors is an independent registered investment advisor specializing in the management of municipal bonds.

Investment philosophy: APA’s focus is on tailoring portfolios to meet the unique investment and estate needs of each client. We utilize active account management, effective trade execution and credit/interest rate analysis to capitalize on opportunities in the municipal bond market. The firm invests in high quality bonds with an emphasis on preservation of principle.

Company Mission: APA’s mission is to customize high quality municipal bond portfolios that meet the specific needs of our clients.

 

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.

 

 

To read APA's ratings, click here