Bulldog Investors

Heating Investment Advisors Inc, based in New Canaan, CT, is an independent, fee-only financial advisory firm with over 30 years of experience serving clients. The firm specializes in coordinated financial planning and investment management, helping families navigate major life transitions with confidence and tailored solutions. Committed to providing unbiased, expert advice, HTG Advisors prides itself on its transparent and straightforward approach. Their highly skilled team works collaboratively with clients to create customized financial plans that adapt to changing goals and circumstances, ensuring long-term relationships built on trust and empathy. Generated from the website

Aquila Investment MGT LLC is a New York-based investment management firm that offers a range of funds, including municipal bond funds, corporate bond funds, and equity funds. With a careful approach tailored to today's markets, Aquila aims to provide investment solutions that align with their guiding principles and the needs of their clients. Their team of experienced professionals and regional sales coverage ensure a comprehensive and personalized investment experience. Aquila's diverse range of funds includes the Aquila Tax-Free Trust of Arizona, Aquila Tax-Free Fund of Colorado, Hawaiian Tax-Free Trust, Aquila Tax-Free Trust of Oregon, Aquila Narragansett RI Tax-Free Income Fund, Aquila Tax-Free Fund For Utah, Aquila High Income Fund, and Aquila Opportunity Growth Fund. Committed to investor education, Aquila provides valuable insights, resources, and fund literature to help investors make informed decisions. With a focus on transparency and client satisfaction, Aquila Investment MGT LLC continues to be a trusted name in the investment management industry.Generated from the website

SeaCrest Wealth Management ( SWM ), LLC provides wealth management services to Registered Investment Advisors ( RIA's ) throughout the United States. SWM's well respected management team offers a wide suite of services designed to enhance the productivity and professionalism of our clients who are individual RIAs. We believe that the independent, hybrid model focused on fees and commission based services will continue to grow and offer an attractive alternative to wirehouses and larger firms by delivering superior service on a personal level.