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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 30, 2012 Fact of the Day

Unlike Mass Affluent investors who would stay with a firm, 55 percent of Millionaire investors say they would move with their current advisor if he/she were to leave their currrent firm for another company.