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:
|1.||Global Hybrid Income Portfolio|
|3.||Conservative Diversified Portfolio|
|4.||Globally Diversified Growth and Income Portfolio|
|5.||Globally Diversified Growth Portfolio|
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:
Toll-free: 800-356-3508 (U.S. and Canada)