Putting Advisors at Ease

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.

Advisor Resources

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.

Portfolio Reviews

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  

Transition Assistance

For advisors and their clients transitioning assets to Gurtin, we aim to minimize operational stress as much as possible by:

  • Reviewing municipal holdings to determine strategy fit, tax implications, and best execution tactics
  • Executing recommended sales to maximize sale price and minimize tax consequences
  • Drafting custom proposals for prospective clients and assisting advisors in conveying transition rationale
  • Delivering weekly updates on each account’s transition, investment, and restructuring

 

Dedicated Service Team

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:

  • Facilitating access to Gurtin’s upper management and research teams
  • Acting as an intermediary between clients and their custodians
  • Quarterly check-ins and annual meetings with advisors, and meeting with clients as needed
  • Providing custom account reporting