Asset Preservation Advisors specializes in managing tax-exempt and taxable municipal bond portfolios for individuals, high net worth investors, and institutions. Asset Preservation Advisors uses active management strategies focused on preserving principal while maximizing current income. The firm offers several distinct municipal bond strategies, including intermediate, short-term, enhanced intermediate, taxable, and positive impact options that incorporate environmental and social criteria. Portfolios are customized based on individual client needs and investment objectives.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Rates vary by strategy: Short-Term Tax-Exempt is 0.20%, High Quality Intermediate, Taxable Municipal, and Positive Impact are 0.35%, and Enhanced Intermediate Tax-Exempt is 0.40%. Fees are negotiable.