Aquila Group of Funds Strengthens Local Advisor Support with New Hire

Internal Sales Consultant to Serve as Advisor Resource in Implementing Aquila Fund Strategies

NEW YORK--()--Aquila Investment Management LLC and The Aquila Group of Funds (Aquila) is pleased to announce the appointment of Robert Corey as Internal Sales Consultant. He provides educational support and resources to financial advisors and registered representatives across various key regions of Aquila’s client base, including providing special support to the Northeastern region, Colorado and Utah.

Mr. Corey works with financial professionals in advising them on how to implement Aquila’s specialized investment strategies in servicing their clients’ goals. The firm’s lineup of mutual funds includes an equity fund, Aquila Three Peaks Opportunity Growth Fund (ATGAX), a high-yield corporate bond fund, Aquila Three Peaks High Income Fund (ATPAX), and seven single-state municipal bond funds, including Aquila Narragansett Tax-Free Income Fund (NITFX), which serves investors in Rhode Island.

Mr. Corey’s appointment bolsters Aquila’s growing sales team. He works primarily with Aquila’s regional sales managers (RSMs) who play a particularly crucial role in utilizing on-the-ground, localized knowledge to advise financial advisors and their clients in implementing Aquila’s state-specific, tax-free municipal bond fund and other strategies. Aquila’s sales professionals play an important role in educating financial advisors on the potential suitability of such strategies for their clients’ portfolios.

Prior to joining Aquila, Mr. Corey was Regional Portfolio Specialist with IndexIQ ETFs, part of New York Life-Mainstay. Before joining IndexIQ, he was Senior Regional Consultant at Lord Abbet & Company, where he managed the efforts of regional sales consultants. Prior to Lord Abbet, Mr. Corey worked at Oppenheimer Funds. He began his career in the United States Army.

“Our front-line effort to educate financial professionals is a key part of our success and hiring Robert is crucial to expanding those efforts,” said Diana Herrmann, President and CEO of Aquila Investment Management LLC. “Aquila places a premium on maintaining a local presence in the states where we offer specialized municipal bond fund strategies and Robert has a track record of equipping regional team members for success. He also plays a key role in supporting, and bringing awareness to, our Aquila Three Peaks equity and high-yield bond strategies, which continue to attract interest in this market environment.”

ABOUT AQUILA

As investment managers for over 30 years, we have always believed that investing successfully depends on knowing what you own and why you own it. We think this is particularly important in today’s markets. Within the Aquila Group of Funds, each fund is managed to our high standards of quality and care, which we apply when implementing our municipal bond, equity and high-yield corporate bond strategies. We combine rigorous, hands-on investment research with a strong commitment to service and approachability. As of December 31, 2016, we manage about $4 billion in assets. Aquila Management Corporation, the Funds’ founder and sponsor, is a family-owned, privately-held firm established in 1984 to serve the needs of investors and financial advisors. Please see the Aquila Group of Funds Guiding Principles at this link.

Before investing in one of the Aquila Group of Funds, carefully read about and consider the investment objectives, risks, charges, expenses, and other information found in the fund prospectus. Prospectuses are available from your financial advisor, and when you call 800-437-1020 or visit www.aquilafunds.com.

Contacts

KANTER
Christopher Wilson, 571-551-2663
or
Aquila Investment Management LLC
Diana Herrmann, 212-697-6666

Contacts

KANTER
Christopher Wilson, 571-551-2663
or
Aquila Investment Management LLC
Diana Herrmann, 212-697-6666