Asset Retention

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23601 Moulton Pkwy Ste B
Laguna Hills, CA 92653
+1 (949) 595-4409
http://www.asset-retention.com

Asset Preservation Advisors, founded in 1989 and based in Laguna Hills, CA, is a registered investment advisor specializing in managing high-quality tax-exempt and taxable municipal bond portfolios. With over 30 years of experience, the firm is dedicated to preserving wealth for clients, including registered investment advisors, family wealth offices, and institutional clients.

Renowned for their meticulous attention to detail, Asset Preservation Advisors offers tailored investment opportunities that align with specific client preferences and risk tolerances. Their investment philosophy focuses on the preservation of principal, mitigation of portfolio volatility, and maximization of tax-free income through a diverse range of municipal bonds.

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