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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 19, 2013 Fact of the Day

Fifty-three percent of Millionaires would move with their financial advisor if he/she changed jobs, but 47 percent would stay with the firm. Older Millionaires, those over age 65 are most likely to remain loyal to the advisor.