At Gurtin Fixed Income, we pride ourselves in our service oriented culture, supported by an unwavering commitment to the highest standards of client service. Each member of our client service team is highly trained to ensure a consistent and simplified client experience.
Our client service staff includes an experienced group of individuals who serve as liaisons between our clients, the Portfolio Managers, and custodian banks. Each member of the team has a defined role to ensure a consistent, high quality experience for our clients.
We have made significant investments in industry leading technology to support our goal of providing best-in-class client service. By utilizing industry specific Customer Relationship Management (CRM) software, we are better able to maintain important information about our clients, their personal preferences, their tax situations, and their relationships.
Understanding that sophisticated fixed income portfolios involve a multitude of information that must be communicated to our clients in a transparent and straight-forward manner, Gurtin Fixed Income utilizes leading portfolio management and accounting systems to provide detailed and accurate reporting to our clients, including detailed portfolio holdings reporting, performance reporting, and tax related reporting. We send reports to clients on a monthly, quarterly, and annual basis.
For our larger client relationships, we act in a Treasury capacity to ensure portfolios are appropriately managed in light of special requirements such as high volumes of wire transactions to meet capital commitments. Our Client Funding Specialists actively coordinate with our Portfolio Managers to keep funds fully invested until wires are executed to maximize yield in the portfolios. Unlike many other Treasury service providers, we will accept notification for the wire transfers when it is convenient for the client, many times well in advance of the actual wire, and we will manage the portfolios accordingly.
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