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Closed-End Fund Advisors Inc. (CEFA)
       
 
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Closed-End Fund Advisors Inc. (CEFA)
 
 
Overview: 

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 45 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 five investment portfolio styles:
1.       Global Hybrid Income Portfolio
2.       Globally Balanced Portfolio
3.       Globally Diversified Growth and Income Portfolio
4.       Globally Diversified Growth Portfolio
5.       International Equity
Toll Free:  +1 800 356 3508


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
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