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.