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.

Applying Institutional Discipline to Muni SMAs.

Listen to our firm’s founder, Bill Gurtin, and PIMCO’s head of municipal bond portfolio management, David Hammer, discuss how we apply institutional discipline to the municipal bond market, which is traditionally dominated by smaller investors. By doing so, we seek to meet client objectives and unlock potential return.

Featured Insights

Mar 2020 / PIMCO

Market Volatility

What should investors consider during periods of heightened market volatility? Explore PIMCO’s latest views on the impact of the coronavirus, including timely market insights and practical advice for advisors and their clients during the current market environment.

A brief monthly update on what's happening in the municipal bond market.

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May 2020 / PIMCO

Municipal Yields Rising

Weak technicals are creating an opportunity in long-duration municipal bonds.

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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.