Asset Preservation Advisors (APA) is a Registered Investment Advisor and was founded in 1989. Our firm specializes in managing high quality tax-exempt and taxable municipal bond portfolios for individuals, family wealth offices, and institutional clients.

 
We work closely with our clients to develop an in-depth understanding of their unique objectives. We then tailor an investment program that will best meet their specific long term goals and needs.

Asset Preservation Advisors is committed to delivering the highest quality level of service and seeks to preserve our clients’ principal. We have focused on a consistent investment process and discipline for the last 20 years.

We value the trust our clients have shown in APA and we adhere to the highest ethical, moral, and business standards.