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.

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

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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KEY FINANCIAL DATA 2016
Recent News
February 2016
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.
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.
February 2015
Fourth Quarter 2014 Earnings Call and Business Development Company ("BDC") Outlook for 2015, February 12, 2015.
Investius Interview: High Yield Bond CEFs with John Cole Scott, February 3, 2015.
January 2015
Money Life Talk Show Interview of John Cole Scott by Chuck Jaffe, January 12, 2015.
Closed-End Fund Advisors
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