iMGP APA Enhanced Income Municipal Fund (APAMX) seeks to deliver a higher level of tax exempt income through a diversified exposure to lower investment-grade rated municipal bonds and an intermediate duration structure. The strategy aims to take advantage of investment opportunities using relative-value and fundamental credit analysis to maximize total return. Investment opportunities are pursued through an investment process that has been in place for over 30 years.
Kevin Woods is co-chief executive officer and chief investment officer of Asset Preservation Advisors. He brings 19 years of experience in the investment industry, specifically in the municipal bond market, to his role. Kevin currently leads the firm’s investment committee, and shares oversight for all of APA’s investment strategies, outlook and positioning. Throughout his time at APA, Kevin has held multiple positions contributing to every aspect of the organization that he now leads. He is a graduate of The University of Mississippi with a Bachelor of Finance degree, and is a member of the National Federation of Municipal Analysts, the Southern Municipal Finance Society, and the Atlanta Society of Finance and Investment Professionals. Kevin has authored many of APA’s financial publications, white papers and newsletters, and has been quoted in articles for Bloomberg LP, Barron’s, The Bond Buyer, Debt Wire and Reuters.
Kyle joined Asset Preservation Advisors (APA) in 2008, and has been in successive fixed-income roles since joining the Firm. As Managing Director, Kyle is primarily responsible for the construction, implementation, and monitoring of client portfolios in separately managed accounts and private funds, and is actively involved in trading for each of APA’s municipal strategies. Additionally, he serves on APA’s Investment Committee, and became a partner of the Firm in 2021. Kyle graduated from the University of Florida where he earned a Bachelor of Science in Business and Sport Management. He is a member of the National Federation of Municipal Analysts.
Patricia “Trish” Hodgman joined Asset Preservation Advisors (APA) in 2015, bringing with her 12 years of investment experience in the financial services industry and specifically in the municipal bond market. In her role at APA, Trish focuses on portfolio analytics, performance attribution and client services. Trish works closely with the Business Development team in presenting APA’s investment strategy to our current and prospective clients, and directs the firm’s marketing mix. Additionally, she serves on APA’s Investment Committee, and became a partner of the Firm in 2021. Trish earned a BA in Economics from Hollins University, is a member of the CFA Institute, the Atlanta Society of Financial and Investment Professionals, the National Society of Compliance Professionals, the National Federation of Municipal Analysts and the Southern Municipal Finance Society. Trish holds a Series 65 license, and is a registered investment advisor representative.
Kevin Woods is co-chief executive officer and chief investment officer of Asset Preservation Advisors. He brings 19 years of experience in the investment industry, specifically in the municipal bond market, to his role. Kevin currently leads the firm’s investment committee, and shares oversight for all of APA’s investment strategies, outlook and positioning. Throughout his time at APA, Kevin has held multiple positions contributing to every aspect of the organization that he now leads. He is a graduate of The University of Mississippi with a Bachelor of Finance degree, and is a member of the National Federation of Municipal Analysts, the Southern Municipal Finance Society, and the Atlanta Society of Finance and Investment Professionals. Kevin has authored many of APA’s financial publications, white papers and newsletters, and has been quoted in articles for Bloomberg LP, Barron’s, The Bond Buyer, Debt Wire and Reuters.
Kyle joined Asset Preservation Advisors (APA) in 2008, and has been in successive fixed-income roles since joining the Firm. As Managing Director, Kyle is primarily responsible for the construction, implementation, and monitoring of client portfolios in separately managed accounts and private funds, and is actively involved in trading for each of APA’s municipal strategies. Additionally, he serves on APA’s Investment Committee, and became a partner of the Firm in 2021. Kyle graduated from the University of Florida where he earned a Bachelor of Science in Business and Sport Management. He is a member of the National Federation of Municipal Analysts.
Patricia “Trish” Hodgman joined Asset Preservation Advisors (APA) in 2015, bringing with her 12 years of investment experience in the financial services industry and specifically in the municipal bond market. In her role at APA, Trish focuses on portfolio analytics, performance attribution and client services. Trish works closely with the Business Development team in presenting APA’s investment strategy to our current and prospective clients, and directs the firm’s marketing mix. Additionally, she serves on APA’s Investment Committee, and became a partner of the Firm in 2021. Trish earned a BA in Economics from Hollins University, is a member of the CFA Institute, the Atlanta Society of Financial and Investment Professionals, the National Society of Compliance Professionals, the National Federation of Municipal Analysts and the Southern Municipal Finance Society. Trish holds a Series 65 license, and is a registered investment advisor representative.
Asset Preservation Advisors (APA) was founded in 1989 and is an independent investment advisor specializing in managing high quality tax-exempt and taxable municipal bond portfolios for registered investment advisors, family wealth offices, financial advisors and institutional clients. Since its founding, Asset Preservation Advisors has been committed to delivering the highest level of quality service and wealth preservation. A consistent investment process and corresponding trading discipline led to APA’s growth in assets under management over the past three decades. APA currently manages $10.7 billion (as of 9/30/24) for clients in 45 states.
Fund holdings and/or sector allocations are subject to change at any time and are not recommendations to buy or sell any security.
iMGP in collaboration with its Partner APA, specialists in municipal bonds management, is proud to announce the launch of the iMGP APA Enhanced Income Municipal Fund (APAMX). MORE
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The Fund’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, and it may be obtained by calling 800-960-0188 or visiting www.imgpfunds.com. Read it carefully before investing.
iM Global Fund Management is ultimately responsible for the performance of the fund due to its responsibility to oversee the fund’s investment manager and recommend its hiring, termination and replacement.
These funds are new and performance information is not available. Once performance is available, it may be obtained by calling 1-800-960-0188 or by visiting imgpfunds.com
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The iMGP APA Enhanced Income Municipal Fund is distributed by ALPS Distributors, Inc.