Paralel Advisors LLC serves as the investment advisor to the SRH Total Return Fund. Together with our parent company, Paralel Technologies LLC, we develop technology- based solutions to better serve investors.
Rocky Mountain Advisers, LLC, an Alaska limited liability company ("RMA"), is an SEC-registered investment adviser with an office in Kansas. RMA was formed in 2008 and began to actively conduct its investment advisory business in 2010. In addition to serving as a co-adviser or sub-adviser to the SRH Total Return Fund, Inc. since 2015, RMA provides investment services to a number of private client accounts. RMA and its affiliates previously served as co-investment adviser to three other registered investment companies, all of which were reorganized into SRH Total Return Fund, Inc. in 2015. As of December 31, 2021, RMA managed approximately $2.09 billion in assets.
Joel Looney, CFP, serves as President, an Chief Investment Officer and a Portfolio Manager for RMA. In these roles, Mr. Looney is responsible for supervising the overall advisory services provided by RMA, as well as for the day-to-day portfolio management of the SRH Total Return Fund. Mr. Looney is also an "investment adviser representative" who provides investment management and financial planning services to a group of RMA private clients.
Prior to joining RMA in 2013, Mr. Looney was the Principal for Financial Management Group, LLC, an investment management firm, from 1999 to 2013. Prior to forming Financial Management Group, LLC, he was the Chief Financial Officer for Bethany College in Lindsborg, KS from 1995 to 1999. Mr. Looney formerly served as Chairman of the Board of Directors for the Boulder Total Return Fund, The Denali Fund and the First Opportunity Fund. Mr. Looney currently serves as President and Chairman of the Board of Directors for the SRH Total Return Fund. Mr. Looney also serves as President of the Horejsi Charitable Foundation.
Mr. Looney holds an M.B.A from Kansas State University and a B.S. from Marymount College. Mr. Looney is also a CFP charterholder.
Jacob Hemmer, CFA, serves as Vice President and Associate Portfolio Manager for RMA. In this role Mr. Hemmer is responsible for providing investment research on current and potential holdings for the Fund. Mr. Hemmer also manages a small number of private client accounts.
Prior to joining RMA in 2018, Mr. Hemmer was a Financial Advisor for Raymond James Financial Service, Inc dba. Hampton Financial from 2012 to 2018. Mr. Hemmer holds a B.S in Business from Colorado State University.
Mr. Hemmer is also a CFA at charter holder
Paralel Advisors LLC.,
1700 Broadway, Suite 1850
Denver, CO 80290
877.561.7914
[email protected]