25th Anniversary
Closed-End Fund Advisors ("CEFA") is a fee-based Registered Investment Advisory firm founded in 1989. Known as "The CEF Experts," Closed-End Fund Advisors has its corporate headquarters in Richmond, Virginia and reflects over 55 years of combined investment experience in closed-end funds and other investment vehicles.

CEFA’s primary business is discretionary asset management. As a global manager of managers, we build portfolios for individual and institutional clients, through either direct work with clients or through financial advisors and planners. CEFA is capable of subadvising with other RIA firms, hedge funds, endowments and family offices.

CEFA currently manages seven investment portfolio styles, five of our most popular are listed below:

Contact us to request more information about our managed accounts.

The Scott Letter: Closed-End Fund Report is the only closed-end fund industry newsletter to publish interviews with closed-end fund managers. We also cover the most important issues facing closed-end fund investors.

CEFA's Closed-End Fund Universe provides weekly data (26 data points) on the complete closed-end fund universe. A sample copy is available for review as well as a 14-day, no-risk free trial.

CEFA's global investing utilizes a value approach of reasonable risk-taking, tempered by careful analysis of all the underlying factors before investing in potentially more than 40 markets worldwide.

Please contact us for more information:

Direct: 804-288-2482
Toll-free: 800-356-3508 (U.S. and Canada)
E-mail: cefa@cefadvisors.com

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Recent News
September 2014
Video: Business Development Company ("BDC") Boot Camp for Debt-Based Funds presented by John Cole Scott, September 27, 2014.
Press Release: Hennion & Walsh Announces New SmartTrust(R) and Closed-End Fund Advisors (CEFA) Strategic Partnership
August 2014
Video: Advisor Perspective: Closed-End Funds and The Secondary Markets with John Cole Scott, August 28, 2014.
July 2014
Investius interviews John Cole Scott on the "Discount View" of closed-end funds at Morningstar’s 26th Investment Conference, July 7, 2014.
May 2014
John Cole Scott speaks about distribution downturns with Investius, May 5, 2014.
April 2014
John Cole Scott on The Street with Greg Greenberg Covering Some Attractive CEFs Based on Yield, Discounts and NAV Performance, April 24, 2014.
MoneyLife Talk Show host Chuck Jaffe interviews John Cole Scott, April 16, 2014.
John Cole Scott gives a guest lecture entitled “Crash Course on Closed-End Funds: Inefficient Securities with Above Normal Yield" to the Capital Market Class at Virginia Commonwealth University on April 3, 2014.
March 2014
Webinar: John Cole Scott answers "Can CEFs Help Build a 6.25%+ Tax-Free Yielding Portfolio?" March 5, 2014.
February 2014
ROC View with John Cole Scott, a YouTube video on return of capital, February 7, 2014.
Lewis Fein with Pristine Advisers interviews John Cole Scott of CEFA for "Profiles in Excellence", February 6, 2014.
Closed-End Fund Advisors
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