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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 27, 2013 Fact of the Day

Investors with a higher net worth feel their advisors are more receptive. Sixty-six percent of investors with a net worth of $5 million or more (NIPR) say their advisor "really listens" to them, whereas only 43 percent of investors with a net worth of $100,000 or less (NIPR) say the same. 

Learn why good communication is key for any successful investor-advisor relationship. Click here to read more.