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iMGP Funds Sicav
The data and information featured on this web site are provided free of charge and solely for information purposes. The information contained herein constitutes neither an offer to purchase nor a solicitation to sell and may not be construed as an investment recommendation on the part of iM Global Partner Asset Management or other entities of the group iM Global Partner, its affiliates, managers, officers, or employees (hereafter « iMGP ») and has no legal or contractual value. Furthermore, any reference to a specific security in any published material is included by way of illustrative example and should not be construed as a recommendation to purchase, hold or sell such a security nor does it in any manner constitute the provision of investment advice in relation to same. The iMGP Sicav ( hereafter « iMGP » or « iMGP Funds » or « Fund ») has not taken any measures to adapt to each individual investor who remains responsible for his own independent decisions. Any investment in the funds presented on the web site must be made in conformity with the related legal documentation in force (prospectus, Key Investor Information Documents), as approved, where applicable, by the regulatory authority in your country. iMGP Funds is an open-ended umbrella investment company established and regulated in Luxembourg. The iMGP Sicav is not open to citizens or residents of the USA or to any other party deemed to be a US person. iMGP Funds’ current Prospectus and Key Investor Information Document, by –laws and the Annual and Half Yearly Reports of the Fund can be obtained on this website or from the iMGP offices at 5, Allée Scheffer, L-2520 Luxembourg or from the Agents and Representatives listed on this website for the specific jurisdictions where iMGP Funds are registered and this marketing document is intended for use only in those specific jurisdictions. Investors are advised that they should consult the Prospectus before seeking to subscribe. Moreover, investors are also advised to consult their legal, financial or tax advisors before taking any investment decisions.
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Individual
Non-investment professionals who are researching investments for their personal accounts (from small ISA investors through to “high net worth” individuals).
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Jeff Seeley and Charles Doty | Asset Preservation Advisors
10th August, 2023 | Fixed Income
For over 30 years, APA has specialized in building high-quality, customized municipal bond portfolios tailored to meet the specific needs of long-term U.S. investors. Founded in Atlanta, Georgia, APA’s focus on credit quality, individualized portfolio design, and proactive credit monitoring has earned the trust of financial advisors, institutions, and wealth managers nationwide.
Key Highlights:
Deep expertise in municipal fixed income investing
Fully customized portfolios aligned with investor state-specific tax and income needs
Proactive credit analysis and downgrade risk mitigation
Strong partnership with iCapital Global Partners to expand distribution across family offices, RIAs, broker-dealers, and institutional platforms
APA’s seasoned leadership team, including Chuck, Tricia, Kevin, and Ken, exemplifies the firm’s commitment to delivering performance through people-first values. With a long-term outlook and deep industry relationships, APA continues to be a core solution in tax-advantaged investing.
