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Aquila Investment Management LLC

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Aquila Investment Management LLC

Overview:

Aquila Management Corporation, together with its wholly-owned subsidiary, Aquila Investment Management LLC, and affiliate, Aquila Distributors, Inc., is the privately held, independent founder, sponsor and distributor of the Aquila Group of Funds. Mutual funds are our core business.

The Aquila Group of Funds has been providing investment strategies to our valued fund shareholders and their financial advisors since 1985. For more than 25 years, the financial advisors who recommend the Aquila Group of Funds to their clients have come to value our consistent and disciplined investment approach, which emphasizes knowing what we own while striving to preserve and build upon the value of invested assets. Just as importantly, they have come to value and depend upon our uniquely-tailored high level of service for not only our shareholders, but their financial advisors as well. We value this trust and intend to continually strive to maintain it.

Primarily specializing in fixed income investments, the Aquila Group of Funds has combined assets of $3.1 billion and currently consists of 9 funds: 7 single state municipal bond funds, a high yield corporate bond fund and an equity fund.

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