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ASSET PRESERVATION ADVISORS

CARING FOR CLIENT PORTFOLIOS,

BOND BY BOND

WE ARE A REGISTERED INVESTMENT ADVISOR FOUNDED IN 1989 SPECIALIZED IN MANAGING

HIGH-QUALITY TAX-EXEMPT AND TAXABLE MUNICIPAL BOND PORTFOLIOS FOR OTHER REGISTERED INVESTMENT ADVISORS, FAMILY WEALTH OFFICES AND INSTITUTIONAL CLIENTS.

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10.1B

AUM AS OF

3/31/2024

1989

YEAR FOUNDED

DEDICATED

PROFESSIONALS

24

25+

AVERAGE YEARS

EXPERIENCE*

SINCE 1989, WE HAVE SPECIALIZED IN MUNICIPAL BONDS FOR THE WEALTH PRESERVATION OF THOSE WHOM OUR CLIENTS ADVISE.

LEARN HOW WE DO WHAT WE DO.

OUR STORY

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AT APA, WE BELIEVE THAT EVERY INVESTMENT IS A PROMISE OF THE FUTURE, AND IT'S OUR DUTY TO TURN THAT PROMISE INTO REALITY.

 

WITH OVER 30 YEARS OF EXPERIENCE IN THE MUNICIPAL BOND SECTOR, WE AIM TO FIND THE PERFECT COMBINATION TO MEET YOUR CLIENTS’ GOALS.

 

THAT'S WHY WE'RE HERE, TO METICULOUSLY CARE FOR EVERY DETAIL OF YOUR PORTFOLIO.

 

CLIENT BY CLIENT.

BOND BY BOND.

BOND BY BOND

INVESTMENT APPROACH:

KNOW OUR PHILOSOPHY

120+

BROKER-DEALERS, WE BOAST EXCEPTIONAL ACCESS TO A DIVERSE RANGE OF ISSUERS, REGIONS, CREDIT RATINGS, AND BOND STRUCTURES. WE BELIEVE THIS EXTENSIVE NETWORK POSITIONS US AS AN INDUSTRY LEADER, OFFERING CLIENTS INVESTMENT OPPORTUNITIES CATERED TO SPECIFIC PREFERENCES AND RISK TOLERANCES.

RENOWNED

FOR OUR CLOSE COLLABORATION

WITH OVER

MYTHS AND TRUTHS

Municipal Bonds are immune

to market volatily 

MUNICIPAL BONDS CAN BE AFFECTED BY MARKET VOLATILITY, ESPECIALLY IN CHANGING ECONOMIC OR INTEREST RATE SITUATIONS. THEIR VALUE IN THE SECONDARY MARKET CAN FLUCTUATE.

Myth and Truths

SEE MORE

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CITYWIRE

"Over the longer term, APA’s main objectives in allocating to municipal bonds remain constant: preservation of principal, mitigating overall portfolio volatility and maximizing tax-free income."

CITYWIRE, TRISH HODGMAN

MARCH, 2022.

BARRONS

“But some new issues offer better relative yields’, observes Kyle Gerberding, director of trading at Asset Preservation Advisors, an Atlanta-based muni specialist. He points to a Texas Permanent School Fund bond for Lamar, Texas, with a 5% coupon maturing in 2027, priced at...84% of the comparable Treasury.”

BARRONS, KYLE GERBERDING.

MARCH, 2022.

WSJ

“The suburbs are going to be one of the big winners in this, and the potential losers could be the large cities that have depended on people coming back and forth to work.”

WSJ, KEN WOODS

JUNE, 2023.

WSJ

“We’re seeing an emperor without clothes to a certain degree,” said Woods. “We just want to be very cautious.”

WSJ, KEN WOODS

JUNE, 2023.

BLOOMBERG

“The benchmark 10-year California GO…We expect this deal, during the early September period, to see pricing closer to those wides, but should expect to see it tighten upon break.”

BLOOMBERG, KYLE GERBERDING.

SEPTEMBER, 2023.

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STAY INFORMED WITH THE LATEST INSIGHTS,

INVESTMENT OPPORTUNITIES, AND FINANCIAL NEWS. DON'T MISS OUT ON VALUABLE UPDATES THAT CAN HELP YOU MAKE INFORMED INVESTMENT DECISIONS. SUBSCRIBE TO OUR NEWSLETTER TODAY.

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*APA Investment Committee Members average 25+ years of experience.

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