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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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November 1, 2013 Fact of the Day

Nearly one-third of Millionaires (32 percent) consider themselves "Even-Driven" investors, meaning they only use an advisor for specialized needs. Twenty-nine percent identify themselves as "Advisor-Assisted," and just over one-fourth report they are "Self-Directed."