Are You A Pro? Join For Free

John Cole Scott

Closed-End Fund Advisors
Portfolio Management

Contact Information:

7204 Glen Forest Drive, Suite #105
Richmond, VA 23226
United States
T: (800) 356-3508
www.cefadvisors.com

Years in Business:

 

11

Clients I'm Seeking:

 

Professionals near or in retirement that need above normal income generation from their portfolio on a risk adjusted basis compared to alternative offerings.

About My Business:

 

Closed-End Fund Advisors is an SEC Registered Investment Advisory Firm with Investment Management Focus --------------------------------------------------------------------------------------------------------------- 50 years Combined Manager Experience Independent, Fee Only & Family Owned Published only Hardback closed-end fund book in 1991 27 Years on a CEF Board of Directors (1976-2003) Scott Letter: 18+ years & CEF Universe: 3+ Years $75 Million in Assets Under Management Clients in 17 states with Average Assets of $650K. Publically Publish Performance to 2000+ Subscribers ---------------------------------------------------------------------------------------------------------------------------------- John has worked at the firm since 2001. He sits on the firm’s investment committee holds the FINRA 66 License and the Certified Fund Specialist designation (CFS). He is a graduate of The College of William and Mary and has been quoted widely in the financial press and presented at conferences and for investment groups. In 2008 John founded CEFA's Closed-End Fund Universe, a comprehensive weekly data service covering 26 data points for all US listed closed-end funds. John is a long time member of The Richmond Association for Business Economics (RABE), serves on the Investment Committee for The New York State Society of The Cincinnati and is past President and long-time Board Member of The William & Mary Society of The Alumni Richmond Chapter.

Company:
Expertise:
Location:
Years in business:
Member since:
Clients I'm looking for:
Bio: