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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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October 30, 2013 Fact of the Day

Almost three-fourths of Millionaire investors use the services of a financial advisor to some extent. Eighty-two percent report using an advisor in 2013, compared to only 78 percent in 2012. Full Service Brokers remain the most popular advisor type used by these investors.