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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 24, 2013 Fact of the Day

Wealthy women generally report higher levels of satisfaction with their advisor than men. Eighty-three percent of female investors report a high level of overall staisfaction with their advisor, whereas only 70 percent of male investors say the same. Additionally, 90 percent of women are satisfied with their advisors' responsiveness to requests vs. only 75 percent of men.