George is a registered investment advisor at Southland Investments, with clients across the country, that specializes in managing no-load mutual funds, closed-end funds and exchange traded funds for individuals, IRA’s and 401(k)s. George retired early from Citigroup/Salomon Brothers in ...more

George is a registered investment advisor at Southland Investments, with clients across the country, that specializes in managing no-load mutual funds, closed-end funds and exchange traded funds for individuals, IRA’s and 401(k)s. George retired early from Citigroup/Salomon Brothers in 2006 after growing his personal retirement assets. In 2007, he enrolled in the CFA program and was recently awarded the CFA designation. Specialties: George specializes in the following investment strategies: 1) 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. 2) Municipal bond closed-end funds for income oriented clients. 3) Special situations investing.less