A complete list of active advisors currently associated with CEF Advisors

Warmer can help you find a great advisor at CEF Advisors or one who fits your needs even better.

CEF Advisors manages separate accounts primarily for individual and high‑net‑worth clients and also works with independent advisors, small foundations and other institutional clients. The firm provides discretionary portfolio management focused on closed‑end funds, limited sub‑advisory services to other managers, and on‑demand consulting; it also sells a paid data subscription and related research services. The firm’s investment process blends fundamental research and technical analysis to build model portfolios that favor closed‑end funds trading at discounts to NAV and seeks total return from income and capital appreciation. CEFA relies on a proprietary data service, intraday NAV pricing, specialist execution and a suite of sector indexes to inform fund selection, timing and portfolio rebalancing. Compared with many peers, CEFA operates an active commercial data and publication business—offering CEFData subscriptions, daily alerts, indexes and ongoing webcasts and periodicals—and reports composite performance figures publicly for marketing and benchmarking. The firm’s practice of providing portfolio management to investment companies and charging subscription fees for its data products is uncommon among firms of its size.

To learn more about the advisors currently working at CEF Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.