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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.
At Fiducial, we believe that the day to day activities of every business owner should be focused on building their business and growing revenue. We create the environment and build the trusting relationships that allow them to do just that by providing a full-service outsourced accounting department to handle everything from monthly bookkeeping, business counseling, tax planning and preparation as well payroll services. To us, it’s pretty simple. If you had the opportunity to run your business knowing you had a team of local and national business advisors and consultants ready to lend their assistance and advice as business decisions need to be made or whenever issues arise , wouldn’t you do it? Every Fiducial client has the luxury of working with a local office as well as the ability to tap into a national network of professional and accomplished business advisors that can handle any type of situation that arises. Our clients can confidently focus on growing their business knowing that as any business decisions need to be made or any issues arise, they have a full array of professionals waiting to help them at any time during their business day.
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