Gurtin Municipal Bond Management is an investment management firm committed to making investors and their advisors feel more comfortable with their investments and financial future. With a singular focus on municipal investments, we work closely with a network of over 100 independent RIAs, family offices, and investment consultants across the country to protect and grow our clients’ wealth.
Specializing in managing sustainable municipal bond portfolios for high net worth and ultra-high net worth individuals nationwide, we strive to provide the utmost comfort in our clients’ municipal bond investment choice through our:
The protection of capital and our clients’ peace of mind are our primary concern as we work to intelligently maximize after-tax income and returns. For this reason, we remain focused on identifying the securities offering the highest risk-adjusted, after-tax yield and delivering a best-in-class client experience that exceeds expectations. We thoughtfully design each municipal bond portfolio that we manage, taking into account each client’s investment goals, tax situation, and liquidity needs.
With a deep and focused expertise in one of the most opaque and often misunderstood asset classes, we are passionate about municipal bonds and the investors who rely on them for fixed income. While every client is different, our investment team’s collective decades of experience in analyzing municipal bonds and actively managing municipal bond portfolios give us great insights into the often shared values, goals, and concerns of the country’s wealthiest families and their investment advisors.
Our passion for municipal bond management fuels our creativity and outside the “style” box thinking. Offering more than industry standard laddered portfolios, Gurtin also offers municipal bond strategies that are uniquely focused on minimizing portfolio volatility, as well as credit-based municipal bond strategies that seek to outperform the market by taking an intelligently contrarian viewpoint.
With the belief that there is more to peace of mind than simply being comfortable with your municipal bond investments, we view the client experience as tantamount to investment security and are wholly committed to client satisfaction. By being available and responsive, and providing a customized client experience, Gurtin seeks to ensure that client needs are always being completely met.
As we work to protect principal and intelligently maximize after-tax income and returns, our highest priority is the comfort of investors in their municipal portfolios and financial future. To achieve this objective, we’ve made municipal credit and market research a core competency – using our independent credit and quantitative research to integrate environmental, social, and governance (ESG) factors into our investment process and uncover generally overlooked value.
Our forward-looking analysis of credit risk, including ESG factors, enables our portfolio managers to purchase only bonds that we have identified as sustainable and high quality, and anticipate credit distress before major credit ratings agency outlook changes or rating downgrades can negatively impact the pricing of clients’ holdings.
We perform quantitative analyses to identify the market’s structural inefficiencies, calculate optimal pricing, and determine the types of municipal bond structures that we believe will perform best given client needs and objectives—whether clients are looking to minimize volatility, ensure predictable income, or generate high income.
Gurtin and its employees not only support but are involved in a number of philanthropic organizations in the greater San Diego area. We seek to improve the community by investing in issues and causes close to our heart, focusing on developing culture, education, and youth in San Diego.
Gurtin employees actively serve on the boards of the following local San Diego organizations.
A Tony Award-winning professional non-profit theatre located on the prestigious campus of the University of California, San Diego, the La Jolla Playhouse proudly serves and supports over 30,000 children, students, and adults each year in its efforts to serve the neighborhood, provide educational programs, and enrich the community.
Believing reading to be the fundamental skill capable of altering and bettering lives and communities, Words Alive is committed to helping today’s adolescents and youth value and learn to read. By providing educational opportunities, reading experiences, and student scholarships, Words Alive annually impacts over 5,000 students and families across the community.
In addition, Gurtin is also proud to support the organizations below.