George Spritzer is a registered investment advisor at Southland Investments that specializes in managing no-load mutual funds, closed-end funds and exchange traded funds for individuals, IRA’s and 401(k)s. Southland manages portfolios designed for each client on a flat fee basis through the client’s own accounts at Schwab. George retired early from Citigroup/Salomon Brothers in 2006 after enjoying a substantial measure of consistent success in growing his retirement accounts . In 2007, he enrolled in the CFA program and was recently awarded the CFA designation.
George specializes in three investment strategies:
- Opportunistic Closed-end fund investing: Buy CEFs at larger than normal discounts to NAV and sell them when the discounts narrow. Exploit special situations: tender offers, fund terminations, fund activism, rights offerings etc.
- Trend Tracking: Sector Rotation strategies
- Trend Tracking: Broadly diversified global tactical asset allocation strategy
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