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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 4, 2014 Millionaire Fact of the Day

African-Americans are less likely than other ethnic segments or general investors to conduct or research financial matters online.  Asians are more likely to research financial products and services online than other ethnicities or the general affluent population.  Asians check their balances online in a similar manner to the overall affluent population, however, they are more likely to use this feature than Hispanics or African-Americans.