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 |

November 11, 2013 Fact of the Day

The more frequently Millionaires are contacted by their financial advisor, the higher their satisfaction levels are. Those investors who are contacted on a semi-annual or annual basis were less satisfied than those contacted more often.