Help Your Clients Maximize Tax-Free Income

With Gurtin’s focused expertise in high-grade municipal bonds, you can access customized strategies that seek to preserve principal and maximize risk-adjusted returns for your high net worth clients.

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About

Learn how Gurtin strives to put your needs first, every day.

Whether it is through our specialization in managing sustainable municipal bond portfolios, our internal credit research and quantitative analysis, or our client service, our goal is to be a municipal bond manager that provides a best-in-class municipal investment experience for you and the high net worth investors you advise.

Strategies

Explore our suite of municipal investment strategies.

We offer a variety of separately managed account strategies backed by forward-looking research that seeks to maximize value and protect principal, as well as proprietary technology that enables efficient portfolio management. Our municipal bond strategies range from traditional laddered portfolios to creative solutions designed to generate sustainable alpha and maximize yield.

Advisors

Find out why more than 150 RIAs and family offices partner with us.

As a municipal investment manager in a partnership with you, we’re here to help you educate, serve, and grow your client base. Download strategy fact sheets, request a portfolio review, and learn about how we’ve designed our dedicated service model to offer the support necessary to best serve you and your clients.

About

Learn how Gurtin strives to put your needs first, every day.

Whether it is through our specialization in managing sustainable municipal bond portfolios, our internal credit research and quantitative analysis, or our client service, our goal is to be a municipal bond manager that provides a best-in-class municipal investment experience for you and the high net worth investors you advise.

Get to Know Gurtin

Strategies

Explore our suite of municipal investment strategies.

We offer a variety of separately managed account strategies backed by forward-looking research that seeks to maximize value and protect principal, as well as proprietary technology that enables efficient portfolio management. Our municipal bond strategies range from traditional laddered portfolios to creative solutions designed to generate sustainable alpha and maximize yield.

Compare Municipal Investment Strategies

Advisors

Find out why more than 150 RIAs and family offices partner with us.

As a municipal investment manager in a partnership with you, we’re here to help you educate, serve, and grow your client base. Download strategy fact sheets, request a portfolio review, and learn about how we’ve designed our dedicated service model to offer the support necessary to best serve you and your clients.

Access Advisor Resources

Portfolio Review

Request a portfolio review to receive a detailed assessment of the credit quality, structure, diversification, and liquidity of your clients’ municipal bond holdings, as well as suggestions for better alignment with your clients’ investment objectives and investor profile.

Find Your Strategy

Not sure which municipal bond strategy is right for you? Complete this quick survey to learn which municipal investment strategy may be right for your client.

Contact Us

If you have any questions or need additional information, please don’t hesitate to contact us. Someone from Gurtin’s Client Service or Advisory Services department will respond within one business day.

"Do What You Do Best, and Never Settle."

Listen to our firm’s founder, Bill Gurtin, discuss how our firm partners with advisory firms and family offices to service the unique needs of high net worth clients. Watch this brief video to learn how our firm remains committed to putting clients’ needs first as we strive to be the premier municipal bond management firm.

Featured Insights

Apr 2019 / David Conway , Jacob Arentzoff

Callable Bonds: Finding Value and Quantifying Risk

Municipal bonds are often issued with an embedded call option, which allows the issuer of the bond to “call” (i.e., pay back) the debt at a date prior to the bond’s final maturity. Read this report to learn key terms and market conventions to understand why an interest rate and pricing model can enhance a fixed income manager’s ability to more accurately price municipal bonds. Additionally, we explain how municipal bond managers capable of accurately evaluating municipal bond prices can provide a source of opportunity as well as quantifying risk for investors.

To learn more, watch our team discuss callable bonds in our webinar: Callable Municipal Bonds Webinar.

Apr 2019 / Michael Skirvin, PhD , Alex C. Etzkowitz , Casey Hershfield

Inversion Aversion: Why the Muni Yield Curve Resists Inversion

How does the municipal bond market respond to an inversion in the Treasury market? Historical data shows it’s rare for the municipal yield curve to invert, and when it has, the inversion has been brief and less pronounced than in Treasuries. Read this blog post to learn about four primary drivers of the municipal yield curve’s behavior:

  1. Default risk premia
  2. Liquidity risk premia
  3. Expected tax rates             
  4. The optionality of municipal bonds
Learn More

Given the ongoing equity bull market that we’ve been experiencing for nearly a decade, you may be experiencing increased capital gains taxes. In addition, the limit on state and local tax deductions that is mandated in the Tax Cuts and Jobs Act may compound your tax burden. Learn about tax loss harvesting in your municipal bond portfolio as a way to truly decrease your tax liability—not simply defer your bill into the future, as often happens when investors tax loss harvest in other asset classes.

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Awards and Affiliations

*Select logos to learn more about the individual awards, including the number of award winners, the selection criteria, and additional disclosues related to the methodology and scope of the award

Show Clients How to Get More Value from Their Muni Portfolio

Whether it’s an opportunity to increase yield, improve tax efficiency, or lower credit risk, we can help you identify what might be missing from your clients’ investment portfolios. Request a portfolio review to learn how Gurtin can potentially capture additional value to increase tax-exempt income, decrease downside risk, or improve credit quality for your clients.