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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 26, 2013 Fact of the Day

Nearly one-in-five high net worth Millennials place high importance on an advisor's social media presence. Nineteen pecent of HNW Millennials (those with a net worth of $1 million or more, not including primary residence) report that if they were choosing a new financial service advisor or provider, they would look closely at how much they use social media to communicate with customers and market products.