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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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March 18, 2013 Fact of the Day


Why do millionaires say they invest in mutual funds?


  1. "To add diversification to my portfolio" - 83 percent
  2. "I feel mutual funds are less risky investment products" - 53 percent
  3. "I am familiar with mutual funds" or "I have previously invested in mutual funds" - 48 percent

Click here to learn more about what may be influencing investor attitudes towards investing in mutual funds.