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Based in San Diego and Chicago, Gurtin Fixed Income Management, LLC is an SEC registered investment advisor specializing in separately managed high grade tax-exempt and taxable fixed income portfolios for high and ultra-high net worth individuals and families, many of whom have been included in the Forbes 400 list of wealthiest individuals. We also work with many independent investment consulting firms and multi-family offices to build fixed income related financial solutions to meet their clients` unique needs. We do not define ourselves as either a "municipal" or "taxable" fixed income manager. Instead, we define ourselves as a fixed income manager that analyzes each client`s tax and liquidity situation individually and focuses on identifying the securities that offer the highest after-tax yield with the lowest risk and volatility. In order to ensure the gilt-edged nature of our portfolios, we employ an integrated Portfolio Management process that incorporates our deep Credit Research and premium institutional Trade Execution capabilities.
We are an independent global asset management firm built by investors, for investors. We excel by focusing on truly active management of differentiated investment strategies. With a 35-year heritage, we invest our clients` capital using active strategies across discretionary, systematic and specialist solutions. As our industry evolves, we develop new products with global appeal and attractive returns to access new pools of client assets and to adapt to our clients` changing needs. Collectively we manage CHF 158.7 billion in assets for institutions, financial advisers and private investors. Our investment professionals, who on average have more than 14 years of industry experience, manage CHF 84.4 billion in client assets. In addition to investment management, we also offer private labelling solutions, such as management company and other support services, to third parties – a business that has grown to CHF 74.3 billion in assets over the past two decades. With more than 900 people in 13 countries, we are a truly global firm in scale and resources, yet small enough to remain nimble and flexible to meet clients` needs. By focusing on superior investment returns, a differentiated product offering, global distribution strength and operating efficiency we seek to deliver sustainable growth for all stakeholders.
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