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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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June 10, 2014 Fact of the Day

As net worth increases, the amount of investors surveyed who feel that checking work email at home shouldn't be allowed because it is personal time decreases.  Only 8% of investors with a $5MM plus net worth feel that it should not be allowed, while 32% feel it should be considered part of the job requirements for salaried positions.