Advisor at Asset Preservation Advisors, LLC
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Firm
Asset Preservation Advisors, LLC
Location
Atlanta, GA 30326
Credentials
CFA®
Industry experience
2 years
Lauren Olsen is a CFA® charterholder working with Asset Preservation Advisors, LLC in New York, NY. She has 12 years of industry experience, including 11 years at Credit Suisse Asset Management before joining her current firm. Asset Preservation Advisors specializes in municipal bond investment management for institutional and retail clients, offering both discretionary and non-discretionary advisory services. The firm employs an active fixed-income approach focused on yield-curve analysis, credit research, and sector allocation, managing approximately $10.6 billion in assets with a small advisor team.
Fixed fees for advisory services negotiated on a case-by-case basis.
$0+: 0.35% annually (APA High Quality Intermediate Tax-Exempt, APA Taxable Municipal, APA Positive Impact Tax-Exempt Strategies) $0+: 0.20% annually (APA Short-Term Tax-Exempt Strategy) $0+: 0.40% annually (APA Enhanced Intermediate Tax-Exempt Strategy)
Account minimum: $500,000 Fee-only: Fixed fees negotiated based on client type, asset class, relationship, portfolio complexity, account size or special circumstances.
3344 Peachtree Road, Ne, Suite 2050
Atlanta, GA 30326
Georgia · New York
Asset Preservation Advisors
2024 - Present (2 years)
Credit Suisse Asset Management
2013 - 2024 (11 years)
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Real estate agent
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Other specialized services
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