March 8, 2012

Cover Story

CEO of the Year

Utah’s business landscape is rich with professionals who have le...Read More

Featured Articles

Did you go Skiing this winter?

Around Utah

Sections

Spotlight
Martin Plaehn

Spotlight
Karen Sendelback

Legal Briefs
Social Media and Employers: Friends or Enemies?

Money Talk
The Case for HSAs

Economic Insight
Time to Show Up

Lessons Learned
Make a Move

TechKnowledge
In the Lab

EntrepreneurEdge
Rent to Own

Business Trends
Back from the Dead

Executive Living
Artful Inspiration

Features
A Breath of Fresh Air

Features
Worst-Case Scenario

Regional Report
Northern Utah

Focus
Measure Up

Industry Outlook
Travel & Tourism

Players
Players

Article

Aquila Investment Management Moves to Davis County

Press Release

March 8, 2012

Aquila Investment Management LLC has relocated its Utah portfolio management office from Salt Lake City to 485 South 100 East in Bountiful.

Established in 1992, Tax-Free Fund For Utah seeks to provide as high a level of current income that is exempt from both Utah State and federal income taxes as is consistent with preservation of investors' capital.

“We are happy to continue serving our clients from our new location in Bountiful,” said Diana Herrmann, president and chief executive officer of Aquila Investment Management LLC.  “We are fortunate to have a team with expertise and professionalism, and look forward to working together to ensure our investors receive the level of service they deserve.”

“While Tax-Free Fund For Utah invests exclusively in investment grade securities, Aquila has always believed in the importance of credit analysis to assist us in achieving the Fund’s objective,” continued Herrmann.

The Aquila Group of Funds occupies a niche market in the fund industry, offering a selection of seven single-state municipal bond funds, along with a high-yield corporate bond fund and an equity fund. Aquila Investment Management LLC is the lead organization of several affiliated companies, which manage, administer, and market the Aquila Group of Funds, founded by its parent, Aquila Management Corporation.

Before investing in any 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.  The prospectus is available from your financial advisor, or call 800-437-1020, or visit www.aquilafunds.com.
(3.8.12)

Utah Business Social
UB Events View All
CFO of the Year 2013Utah Business Event
Jun 20, 2013
Utah Business magazine along with sponsors CBIZ & Mayer Hoffman McCann P.C. and Stoel Rives are p...
Fast 50 2013Utah Business Event
Aug 27, 2013
Utah Business magazine is pleased to announce the 2013 Fast 50 Event. On August 27th,2013, 50 of...
Community Events View All
Entrepreneur of the Year
Jun 20, 2013
Let's honor our entrepreneurs who represent the very best of our region. These special people h...
Guiding Organizational Change
Jun 25, 2013
Develop and assess your ability to guide a team through actual, real time projects with multiple,...

info@utahbusiness.com  |  90 South 400 West, Ste 650 Salt Lake City, Utah 84101   |  (801) 568-0114

Advertise with Utah Business

Submit an Event

* indicates required information
* Event Name:
Price (general):
Website (if applicable):
Coordinator's Name:
Coordinator's Email:
Coordinator's Phone:
Venue Name:
Venue Address:
Venue City:
Venue Zip:
Event Capacity:
Date(s):
to
* Event Description:
  Cancel