We understand that knowing who to trust can be hard. For that reason, we work hard to earn that privilege by offering the above-and-beyond support necessary to best serve you and your clients.
We strive to enable the continued success and efficiency of our advisors and clients. To that end, we have gathered a collection of helpful resources. We do our best to anticipate your needs, and do not rest until we have exceeded your expectations.
We believe that true comfort comes from knowing what you own. We offer advisors complimentary assessments of their existing and prospective clients’ municipal bond portfolios, including detailed and objective credit and quantitative analyses. Please review Gurtin’s sample report below or email us directly to get a customized municipal portfolio assessment.Sample Portfolio Review
For advisors and their clients transitioning assets to Gurtin, we aim to minimize operational stress as much as possible by:
Assigned members of our Advisory Services and Client Service teams work together to provide a concierge level of service to each advisor and client. Although not an exhaustive list, we offer best-in-class service by: