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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 ARE HERE, TO METICULOUSLY CARE FOR EVERY DETAIL OF YOUR PORTFOLIO. CLIENT BY CLIENT. BOND BY BOND.

ABOUT US

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OUR STORY

GET TO KNOW US

ASSOCIATE

Kenneth Woods - APA Asset Preservation Advisors

PEYTON
BOGARD

SENIOR VICE PRESIDENT
PORTFOLIO MANAGER

Kenneth Woods - APA Asset Preservation Advisors

TRISHA
BROUSSARD

DIRECTOR OF FINANCE &
OPERATIONS

Kenneth Woods - APA Asset Preservation Advisors

KATELIN
BUTKUS

ASSOCIATE

Kenneth Woods - APA Asset Preservation Advisors

MEGHAN
BYNUM

MUNICIPAL ANALYST

Kenneth Woods - APA Asset Preservation Advisors

BRANDON
DURNWALD

SENIOR MANAGING DIRECTOR

Kenneth Woods - APA Asset Preservation Advisors

BOB
FARMER

CHIEF COMPLIANCE OFFICER

Kenneth Woods - APA Asset Preservation Advisors

TARA
HART

CO-DIRECTOR OF RESEARCH

Kenneth Woods - APA Asset Preservation Advisors

PAUL
NOLAN

PORTFOLIO MANAGER
MUNICIPAL ANALYST

Kenneth Woods - APA Asset Preservation Advisors

LAUREN
OLSEN, CFA

SENIOR VICE PRESIDENT
PORTFOLIO MANAGER

Kenneth Woods - APA Asset Preservation Advisors

WESLEY
POND, CFA

CO-DIRECTOR OF RESEARCH

Kenneth Woods - APA Asset Preservation Advisors

MATTHEW
RIGGLE

EXECUTIVE ASSISTANT

Kenneth Woods - APA Asset Preservation Advisors

JORDAN
SAXON

ASSOCIATE

Kenneth Woods - APA Asset Preservation Advisors

COURTNEY
TAYLOR

JUNIOR ASSOCIATE

Kenneth Woods - APA Asset Preservation Advisors

HENRY
TRAPNELL

MUNICIPAL ANALYST

Kenneth Woods - APA Asset Preservation Advisors

KARIM
VIRANI

ASSOCIATE TRADER

Kenneth Woods - APA Asset Preservation Advisors

THOMAS
WELCH

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SECONDARY MARKET STAR

The Best-Selling

Municipal Bond of the Month

During the month of August, the most actively traded bond in the secondary market was the New Jersey Turnpike Authority Revenue Bond.
It boasts an impeccable credit rating, making it a reliable choice for risk-averse investors. Its issuer has a proven track record of meeting financial obligations.

MARKET COMMENTARY

WHILE APA LOOKED TO EXTEND DURATION ACROSS STRATEGIES FOR MUCH OF 2023, WITH RATIOS ON THE RICH SIDE OF HISTORICAL AVERAGES TO START THE YEAR, AND THE FIXED-INCOME MARKETS BEING WELL AHEAD OF FED MESSAGING FOR RATE CUT EXPECTATIONS FOR MUCH OF THE START OF 2024, WE REMAINED MORE SELECTIVE ON DURATION EXTENSION TRADES TO START THE YEAR.

QUARTERLY MARKET
UPDATE: Q1 2024

CHAIRMAN

PARTNER

CO-CEO

PARTNER

CO-CEO, CIO

PARTNER

PRESIDENT

PARTNER

MANAGING DIRECTOR PORTFOLIO MANAGER PARTNER

MANAGING DIRECTOR

PORTFOLIO MANAGER

MANAGING DIRECTOR

PORTFOLIO MANAGER

COO

PARTNER

MEET OUR TEAM

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