25th Anniversary
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 ("CEFs") 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. To learn more about our firm, download our firm's profile presentation.

Free CEF/BDC Fund Profile

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.

CEFA currently manages nine investment portfolio models styles:

Investor Presentation

  1. International Opportunities
  2. Globally Diversified Growth
  3. Business Development Company ("BDC")
  4. Hybrid Income
  5. Growth and Income
  6. Foundation/Balanced
  7. Conservative Diversified
  8. Managed Municipal Bond Closed-End Funds
  9. Special Opportunities
  10. Diversified Tax-Sensitive Income

To learn more about these models' investment strategies, visit our investment portfolio models page or contact us to request information about our managed accounts.

The Scott Letter: Closed-End Fund Report is one of the few closed-end fund industry newsletters 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 on the complete closed-end fund and business development company universe. A sample copy is available for review as well as a 14-day, no-risk free trial.

CEFA's Free BDC Universe Data Page: providing the first central location that we know of, for key BDC data on all US listed public business development companies (BDCs). The data is updated weekly and we will be adding BDC educational resources to help educate investors on the sector and investment structure.

Please contact us for more information:

Direct: 804-288-2482
Toll-free: 800-356-3508 (U.S. and Canada)
E-mail: cefa@cefadvisors.com

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CEFA's 2Q 2016 CEF/BDC
Review/Outlook Research Replay

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The ABCs of BDCs
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BDC Universe

Recent News
August 2016
CEF Advisors Adds Model Tracking Service for Individuals and Advisors for its 17 CEF/BDC Core Portfolio Offerings, August 26, 2016.
July 2016
Seeking Alpha: John Cole Scott Pulls The Cloak Off Closed-End Funds, July 25, 2016.
Gregg Greenberg Interviewed John Cole Scott on The Street. Four Closed-End Funds With Large Upside and Low Volatility, July 18, 2016.
June 2016
Closed-End Funds Paying Up to 11% Yield. John Cole Scott quoted in Yahoo! Finance Article, June 29, 2016.
Chuck Jaffe, Sr. Columnist for Market Watch, interviews John Cole Scott for the MoneyLife Market Call , June 16, 2016.
CEF Advisors to Increase Prices for Expanded Data Offerings, June 7, 2016.
May 2016
AfterMarket Webinar - A Success Story. LederMark's Gerri Leder spoke with special guest and nationally recognized closed-end fund expert John Cole Scott about the successful growth of his firm, 103 percent, since 2010, May 23, 2016.
John Cole Scott quoted on Kiplinger. Income Investing: Closed-End Funds to Earn 5% - 11%, May 2, 2016, by Daren Fonda.
April 2016
Gregg Greenberg Interviewed John Cole Scott on The Street. 4 Closed-End Funds Trading at a Discount, April 22, 2016.
John Cole Scott, CIO at CEF Advisors presented at Capital Link's 15th Annual CEF/BDC/ETF Conference. Advisor Panel - Bringing it all Together in Client Portfolios, April 21, 2016.
March 2016
Charlie Wright Interviews John Cole Scott on Strategic Investor Radio. Business Development Companies (BDCs), March 29, 2016.
Investius Interview: Diversification & Correlation with John Cole Scott, March 28, 2016.
February 2016
John Cole Scott quoted in Fund Action, "Wide Discounts Driving CEF Activism", February 22, 2016, by Mike Schnitzel
The Wall Street Journal: Loan Valuations Draw Scrutiny. John Cole Scott quoted on CLO valuation in BDCs, February 11, 2016. (subscription required)
January 2016
Chuck Jaffee MoneyLife "Market Call" Interview of John Cole Scott, CIO at CEF Advisors, January 15, 2016.
Investius Interview: Thinking International with John Cole Scott, January 11, 2016.
October 2015
Gregg Greenberg Interviewed John Cole Scott on The Street. These High-Yielding Closed End Funds Will Boost Your Portfolio, October 26, 2015.
September 2015
Morgan Stanley's Pioneer of China Investing Falls on Hard Times, September 20, 2015.
August 2015
Investius Interview: CEF IPO Perspective with John Cole Scott, August 24, 2015.
Investius Interview: Tax Sensitive Ideas with John Cole Scott, August 1, 2015.
June 2015
Money Life Talk Show Interview of John Cole Scott by Chuck Jaffe, June 30, 2015.
April 2015
Gregg Greenberg Interviewed John Cole Scott on The Street. Four CEFs Attractive for Current Yield: MCC, BTA, ETY, JMF, April 24, 2015.
Charlie Wright Interviews John Cole Scott on Strategic Investor Radio, April 16, 2015.
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