James Watson

Part of Envestnet, Inc., Prima Capital Holding, Inc. provides research and advisory services. The company is based in Denver, CO. The company was founded by James Gibson Watson. James Gibson Watson has been the CEO since incorporation.

DCA Total Return Fund operates as a Closed-End Investment Fund/Investment Trust. It seeks to provide the unit holders with the current income and capital appreciation by investing its assets in global securities, including common equity, preferred equity and debt securities. The fund was founded on December 1, 2004 and is headquartered in Denver, CO.

DCW Total Return Fund is a non-diversified, closed-end management investment company. The company is headquartered in Denver, CO

Swan Global Investments LLC (Swan) is a SEC-registered investment advisor headquartered in Durango, Colorado. The firm was founded by Randall W. Swan in 1997 as Swan Wealth Advisors, Inc. They are a wholly-owned subsidiary of Swan Global Holdings (US) LLC. Swan provides discretionary investment management services to investment advisors, individuals, institutions, trusts, pension plans, corporations and family offices.

Virtus Total Return Fund operates as a mutual fund closed-end investment. Its portfolio includes infrastructure in the communications, utility, energy, and transportation industries. Its objective is total return of capital appreciation and current income. The fund was founded on December 3, 2004 and is headquartered in Greenfield, MA.