Reasons to Choose Aquila

We strive to be exceptionally shareholder oriented in everything we do. We are extremely cognizant of the fact that it is your money and in the case of our municipal bond funds, your money invested in projects in your communities and state.

We are committed to providing services specifically designed with our shareholders and their financial advisers in mind. We, therefore, do our very best to treat each and every shareholder as an individual and not just an account number. This philosophy is turned into action by providing easy-to-read and understand communications (which are free of financial jargon) and holding in-state, open annual meetings where shareholders can meet the people responsible for handling their investment and ask any questions they might have.

We have always believed in the importance of aligning our interests with our shareholders and clients and have done so since the inception of the Aquila Group of Funds, far ahead of heightened SEC disclosure in this regard and the focus of such highly regarded organizations as Morningstar. This alignment applies to not only the executive team, but also the trustees of the funds and the portfolio managers.


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Overview Our Approach Investment Strategies Reasons to Choose Aquila > Shareholder Service > Consistent Strategy > Long History/Prominence >Partnership With Advisors Our History Our People Reasons to Choose Aquila We strive to be exceptionally shareholder oriented in everything we do. We are extremely cognizant of the fact that it is your money and in the case of our municipal bond funds, your money invested in projects in your communities and state. We are committed to providing services specifically designed with our shareholders and their financial advisers in mind. We, therefore, do our very best to treat each and every shareholder as an individual and not just an account number. This philosophy is turned into action by providing easy-to-read and understand communications (which are free of financial jargon) and holding in-state, open annual meetings where shareholders can meet the people responsible for handling their investment and ask any questions they might have. We have always believed in the importance of aligning our interests with our shareholders and clients and have done so since the inception of the Aquila Group of Funds, far ahead of heightened SEC disclosure in this regard and the focus of such highly regarded organizations as Morningstar. This alignment applies to not only the executive team, but also the trustees of the funds and the portfolio managers.

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