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About us
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.
- Website
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http://xmrrwallet.com/cmx.passetpreservationadvisors.com
External link for Asset Preservation Advisors
- Industry
- Investment Management
- Company size
- 11-50 employees
- Headquarters
- Atlanta, Georgia
- Type
- Privately Held
- Founded
- 1989
- Specialties
- Investment Management, Credit Research, Fixed Income, Portfolio Management, Customized Separately Managed Accounts, and Investment Grade Municipal Bonds
Locations
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Primary
Get directions
3344 Peachtree Road
Suite 2050
Atlanta, Georgia 30326, US
Employees at Asset Preservation Advisors
Updates
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The municipal market plays a crucial role in the infrastructure of the United States. The $4 trillion municipal market has been partially funded through the Federal government's provisions, which are currently facing uncertainty given recent budget reconciliation talks. Read our latest analysis on how municipalities can maintain stability despite these challenges: https://xmrrwallet.com/cmx.plnkd.in/dwAWb8BS #MunicipalCreditOutlook #APAInsights #PublicFinance #MunicipalBonds #CreditStrategy
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Technical pressures have helped reset municipal-to-Treasury relative value ratios higher. As of close on April 28th, the 10-year AAA muni yield stood at 82% of the comparable Treasury yield, up from a one-year low of just 58%. The long end of the curve offers even more compelling value, with the 30-year ratio climbing to 95%, compared to its recent low of 79%. These elevated ratios represent a significant improvement in relative value versus other fixed-income alternatives, and taxable equivalent yields that offer near expected equity-like returns, particularly for investors in high-tax states. Read more: https://xmrrwallet.com/cmx.plnkd.in/dkNgWUTS #MunicipalBonds #MarketVolatility #FixedIncome #InvestmentStrategy #TaxExempt #APAInsights
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A renewed push to eliminate the federal tax exemption for municipal bond interest has surfaced in Congress. House Budget Committee Republicans have proposed ending the exemption as a potential source of significant revenue to help address rising federal deficits. However, policy experts caution that such a move could have costly consequences for state and local governments, potentially increasing their borrowing costs by more than $800 billion and putting critical infrastructure projects and public services at risk. Read more: https://xmrrwallet.com/cmx.plnkd.in/dyHcVPiv #MunicipalBonds #TaxExemption #PublicFinance #APAInsights
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On International Women's Day, at Asset Preservation Advisors we celebrate women's pivotal role in the financial world. With over 30 years managing investments, bond by bond, we recognize that diverse perspectives strengthen our industry and enhance financial decision-making. #IWD2025 #WomenInFinance #APATeam
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We want to extend our warmest holiday wishes to our clients, partners, and colleagues. We are grateful for the trust you place in us and look forward to continuing to support your clients’ financial goals in the year ahead. Wishing you a peaceful and prosperous holiday season from all of us at APA. #HolidayGreetings #AssetPreservationAdvisors #MunicipalBonds #WealthPreservation #InvestmentStrategies
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While the potential elimination of the Department of Education could create short-term uncertainties in terms of funding gaps, APA believes it will have a minimal long-term impact on municipal credit. According to Merritt Data, federal aid makes up only 3% of school district revenues. We will also assess Congress' political willingness to eliminate the department, given that nearly two-thirds of Americans feel the federal government underfunds education. While municipal credit may experience short-term volatility, the flexibility of local governments to manage fiscal pressures and find alternative funding sources should help mitigate significant long-term risks to creditworthiness. Read more: https://xmrrwallet.com/cmx.plnkd.in/eS-JcC-j #AssetPreservationAdvisors #EducationFunding #MunicipalBonds #PublicPolicy #MarketInsights #FinancialAnalysis #EconomicImpact
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