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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 23, 2013 Fact of the Day

A greater share of HNW men report they prefer a high level of involvement in their investing than their female counterparts. Sixty-eight percent of ultra high net worth men (those with $5-$25 million in net worth, not including primary residence) say they enjoy invesing and do not want to give it up. Only 41 percent of ultra-wealthy women say the same. Additionally, 67 percent of men say they like to be actively involved in the day-to-day management of investments, compared to only 43 percent of women.