RSS Facebook Twitter LinkedIn

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.

Click to see the full profile

Share |

May 8, 2014 Fact of the Day

For those who changed advisors, the primary reason for the change was because the individual retired or left the business.  This is particularly true for females.  Those with lower incomes were more likely than others to have changed advisors due to poor performance.