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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 4, 2013 Fact of the Day

Full Service Brokers have remained the "advisor of choice" among wealthy investors for more than a decade. However, we may see this trend shift in the future as America's youngest investors (those under age 44) tend to favor other advisor types.