ASSET PRESERVATION GROUP INC

Overview

Asset Preservation Group Inc is an independent registered investment adviser that has been operating since 1999 and focuses on fee-based portfolio management for individuals and families. The firm emphasizes capital preservation and equity exposure delivered through separately managed approaches rather than broad passive ETF allocations. It acts as a capital allocator for clients, using third-party managers when appropriate and offering financial planning, portfolio management for individuals and small businesses, and selection of other advisers as core services. Asset Preservation Group Inc does not present itself as an active ESG investor and is structured to serve a concentrated client base rather than a broad multi-state footprint.

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