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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 8, 2013 Fact of the Day

Since 2009, overall satisfaction with advisors among Millionaires has increased moderately. Advisors may want to pay special attention to their younger clients in the future though. Unfortunately, younger investors are the least satisfied with their advisors.