RICHMOND, VA, AUGUST 26, 2016- Closed-End Fund Advisors announces a new service for both individual investors and financial advisors or RIA firms in order to serve those that cannot easily work through the firm's separate accounts program. This expands the firms paid research services beyond the current data and news services which have been well received by individual and professional investors.
The firm is now offering this service on its current 17 core portfolio models:
John Cole Scott, CIO at CEF Advisors and founder of CEF Advisors' data services, said, "We are glad to be able to offer direct access to our years of CEF experience and leverage the work of our data team and the new CEFdata.com platform. This will give more people access to our "CEF/BDC Trifecta" analysis with the ability to focus on selecting a portfolio model with potential added benefits like: low correlation, low or high Beta, better after-tax yield or just part of the CEF/BDC Universe vs. a diversified portfolio. This is a real opportunity for investment professionals to offer clients a coordinated and balanced portfolio of CEF/BDCs.
This firm will continue to focus on great personalized portfolio management for our direct and sub-adviser clients and continue to seek ways to partner with more custodians, investment professionals and distribution partners as we continue to grow our team and resources.
We are pleased that as part of the service subscribers will have daily access to the models they subscribe to powered by CEFdata.com, giving them the timely and in-depth information to share with clients and prospects covering our various investment models.
When changes are made to the model an email will go out informing subscribers of the change with the rationale for the change in position or allocation for each model they are subscribed. We will also be able to add access to our Daily CEF/BDC News service and discount consulting rates to help with any additional personalized needs or support."
The following weighted data for each model is updated daily at CEFdata.com to give transparency and could help prospective research clients in selecting which models they want to follow at the firm. [Download Model Overview]