Trish Hodgman

Asset Preservation Advisors, Inc. (APA) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Kenneth Woods and is a subsidiary of APA Fixed Income Advisors LLC. APA serves as a discretionary investment adviser to institutional and retail separately managed account clients.

Founded by John L. Duffy, Municipal Portfolio Managers, Inc. is a registered investment advisor located in Atlanta, Georgia. The firm was formerly a unit of Lehman Brothers that became an independent firm in 2002. The firm manages the municipal bond portfolios of the ultra high net-worth clients of the brokers at Bank of America, Barclays Capital and UBS. Municipal Portfolio Managers generally provides investment advice to high net-worth individuals and entities that benefit such individuals, such as trusts, estates, LLCs, etc.