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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 21, 2013 Fact of the Day

Younger Millionaires are less satisfied with advisors than are their older counterparts. Advisors who hope to win this business should focus on delivering the quality content and value-added information these investors are looking for.