Asset Preservation Advisors

Investment ManagementUnited States11-50 Employees

Asset Preservation Advisors (APA) is a registered investment advisor founded in 1989.  APA specializes in managing high quality tax-exempt and taxable municipal bond portfolios for other registered investment advisors, family wealth offices and institutional clients.

APA works closely with its clients in developing an in-depth understanding of their unique investment objectives with an intense focus on preservation of wealth.  We then tailor an investment program that best meets our client’s specific long term income goals while preserving asset levels.

Since its founding, Asset Preservation Advisors is committed to delivering the highest level of service quality and wealth preservation.  A consistent investment process and corresponding trading discipline led to APA’s growth in assets under management over the past two decades.

We value highly the trust our clients have shown in APA and remain committed to adhering to the highest ethical, moral and business standards first envisioned at our founding in 1989.

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