Reasons to Choose Aquila

Shareholder Service

It has been our mission, since the founding of our first mutual fund, to provide fund shareholders with uniquely tailored exceptional service.

We recognize and appreciate the fact that our shareholders and their financial advisers have come to value and expect these services. We value this trust and intend to continually strive to maintain it.

Shareholders in each of the single-state municipal bond funds have had the opportunity to participate in annual shareholder meetings held in each state since the inception of the fund. During these meetings, shareholders and their financial advisors have an opportunity to meet and speak with the portfolio managers, trustees, and executives responsible for the stewardship of their assets. Representatives of Aquila Distributors, Inc. maintain contact with financial advisors, providing them with current information on each fund, sharing the perspective of fund portfolio managers, and responding to questions so that financial advisors and their clients remain informed regarding their investments.

We have always believed in the importance of aligning our interests with those of 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.


Home About Us Overview Our Approach Investment Strategies Reasons to Choose Aquila Our History Our People Funds Tax-Free Trust of Arizona Tax-Free Fund of Colorado Hawaiian Tax-Free Trust Churchill Tax-Free Fund of Kentucky Tax-Free Trust of Oregon Aquila Narragansett Tax-Free Income Fund (RI) Tax-Free Fund For Utah Aquila Three Peaks High Income Fund Aquila Three Peaks Opportunity Growth Fund My Accounts Resources Literature Prospectus/Reports/More Forms Articles/Announcements Financial Professionals Contact Us
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 Shareholder Service It has been our mission, since the founding of our first mutual fund, to provide fund shareholders with uniquely tailored exceptional service. We recognize and appreciate the fact that our shareholders and their financial advisers have come to value and expect these services. We value this trust and intend to continually strive to maintain it. Shareholders in each of the single-state municipal bond funds have had the opportunity to participate in annual shareholder meetings held in each state since the inception of the fund. During these meetings, shareholders and their financial advisors have an opportunity to meet and speak with the portfolio managers, trustees, and executives responsible for the stewardship of their assets. Representatives of Aquila Distributors, Inc. maintain contact with financial advisors, providing them with current information on each fund, sharing the perspective of fund portfolio managers, and responding to questions so that financial advisors and their clients remain informed regarding their investments. We have always believed in the importance of aligning our interests with those of 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.

Site Map; Terms and Conditions; Privacy Policy; Employment Opportunities Copyright © 2013 Aquila Distributors, Inc. All rights reserved.