Closed-End Fund Advisors

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Corporate Office

Closed-End Fund Advisors, Inc.
P.O. Box 1100
Richmond, Virginia 23218

Tel: 804-381-4024
Toll-Free: 800-356-3508
Fax: 866-313-3002
E-mail: cefa@cefadvisors.com
George Cole Scott
President
Senior Portfolio Manager
Tel: 804-381-4006
John Cole Scott
Executive Vice-President
Tel: 804-381-4005

Joyce A. Fields
Executive Assistant/Office Manager
Tel: 804-381-4007
Office Hours

Monday-Friday
8:30 a.m.-5:00 p.m. EST

Overnight Address:

Closed-End Fund Advisors, Inc.
707 East Main Street, 20th Floor
Richmond, Virginia 23219

HOW TO BECOME A CLIENT
OF
CLOSED-END FUND ADVISORS

First:: Determine your custodian or broker/dealer. CEFA has the ability to work with many investment platforms, including through many financial advisors and financial planners.

Next: Choose your
portfolio management style.

Contact: CEFA for the appropriate Investment Advisory agreement for your situation.

Complete: the Investment Advisory Agreement and mail original to corporate office in Richmond. VA. Depending of your custodian or broker/dealer, there may be additional paperwork required by them.

Closed-End Fund Advisors will contact you to help arrange specific details upon receipt of the Agreement. Then you may sit back and enjoy the benefits of working with our firm.

Of course, please contact us at any time during the process to facilitate or answer any questions.

Disclaimer: Please read the Terms and Conditions carefully before using this web site. By using this web site, you signify that you agree with the Terms and Conditions of use found on http://www.CEFAdvisors.com/termsAndConditions.html. Send email to cefa@cefadvisors.com with questions or comments. Your input is welcomed.