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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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November 26, 2014 Millionaire Fact of the Day



November 26, 2014 Fact of the Day: Account aggregation tools becoming popular with investors


Did you know that more than 60 percent of Millionaires would like to see the balances of all of their investment accounts at one place...even if they are from multiple providers?

The ability to see all of your accounts at one spot is becoming increasingly desirable.  It's common today to be able to see the balances you might have at one organization at one spot...but not as common to see all of your accounts "aggregated" together.  For example, if you have your mortgage, checking, banking, savings and a brokerage account all at the same bank, you can see all of the balances together and you can probably move money between accounts.  But what about the mutual funds you may have invested directly at Vanguard or Fidelity?

This type of account is sometimes available from brokerage firms...but not from all of them.  It is also available from companies like  Other companies like this include Personal Capital, Betterment, Lemon, or Manilla.  All of these are slightly different but the idea is that you can find all of your information in one spot.  Generally you need to do the work and set up the accounts and provide links and agreements that will allow access to your information.  

While many individuals use these accounts, they haven't caught on with everyone?  Why not?  Sometimes people are worried about security issues.  Sometimes it's just a hassle.  Sometimes people don't want to see the overall effect.

If you would like to aggregate your accounts, look at these various services and decide if they might work for you.