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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 13, 2013 Fact of the Day

Millionaire investors report that they currently receive mainly investment-related advice from their advisor. This should change in the future as Millionaires turn to advisors for assistance with planning for long-term care related issues as well as estate planning.