Asset Preservation Advisors, Inc.

Asset Preservation Advisors, Inc. is a US-based firm specializing in managing tax-exempt and taxable municipal bond portfolios for institutional clients and investment advisors, focusing on wealth preservation and tailored investment strategies. Founded in 1989 and headquartered in Atlanta, US, Asset Preservation Advisors, Inc. focuses on providing tailored investment strategies in the municipal bond sector.

The firm completed a significant deal on September 15, 2021, when iM Global Partner SAS acquired a 42% minority stake, enhancing its operational capacity. The firm is led by CEO Charles Doty, under whose management it has navigated the complexities of the financial markets. Asset Preservation Advisors (APA) specializes in managing high-quality tax-exempt and taxable municipal bond portfolios, catering primarily to registered investment advisors, family wealth offices, and institutional clients. Founded in 1989, the firm leverages over 30 years of experience in the municipal bond sector to create customized investment strategies that align with clients' financial goals, emphasizing wealth preservation.

APA's service offerings include meticulous portfolio management, focusing on principal preservation, reduced portfolio volatility, and maximizing tax-free income. The firm also provides clients with access to a diverse array of issuers, regions, credit ratings, and bond structures through its extensive network of over 120 broker-dealers. APA primarily serves clients within the United States, although its strategies can have broader applicability in various municipal bond markets. Asset Preservation Advisors generates revenue through the management of municipal bond portfolios, primarily on a fee basis derived from assets under management (AUM).

Revenue is structured around management fees, which are calculated as a percentage of the AUM, aligning the firm's interests closely with those of its clients. Transactions typically involve ongoing management contracts with institutional clients and wealth offices, where APA is compensated for its advisory and portfolio management services. The firm’s focus on tax-exempt and taxable municipal bonds positions it to attract clients seeking stable, income-generating investments, while ensuring that their portfolios are managed to meet specific financial objectives. Revenue generation may also include performance fees based on portfolio returns, enhancing the firm's overall compensation structure.

Following the acquisition on September 15, 2021, by iM Global Partner SAS, Asset Preservation Advisors plans to accelerate its US expansion and diversify its product offerings. The firm aims to enhance its portfolio management capabilities and develop new investment strategies that reflect market demands. iM Global Partner's investment will be utilized to support these initiatives, ensuring that APA can effectively meet the needs of its growing client base in the municipal bond sector.