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 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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