Why Hire CEFA as Your Portfolio Management Team? With Q&A

Closed-End Fund Advisors, has designed this webinar session in order to educate prospective clients and referring investment professionals about the benefits and of our Managed Account Program.  

This session will cover:

1.    CEFA's History & Experience

2.    Benefits of the Closed-End Funds Structure and an Actively Monitored/Managed CEF Portfolio

3.    Is the Discount Good or Bad?

4.    Minimum Investment, Management Fee's & Account Set-Up Details

5.    Firm's Investment Process for New Client Implementation into Portfolio Models.

6.    Firm's Core Investment Philosophy and Buy/Sell Discipline

7.    Clarification of Five Portfolio Models and Investment Suitability, Including Asset Allocation Breakdown

8.    Historical Performance Figures for CEFA's Portfolio Models

9.    What to Consider Before Becoming a CEFA Client

10. Questions and Answer Period to Cover Your Thoughts or Ideas

You are encouraged to pass on this opportunity to a friend, neighbor, or co-worker. Register soon as space is limited to only 15 attendees. You are required to register in order to receive log information.

View other current webinar topics at: www.cefadvisors.eventbrite.com

Disclosures: Managed accounts are not suitable for every investor, please read our Form ADV-II before investing. Past performance cannot guarantee future results. Investments may lose value and are not FDIC insured. 

Name Sales End Price
Attendee Ended Free

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Why Hire CEFA as Your Portfolio Management Team? With Q&A

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