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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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September 2, 2014 Millionaire Fact of the Day

Roughly half of all Millionaires would be willing to video-chat with their financial advisor via their smartphone (46 percent), tablet (50 percent), or personal computer (55 percent).