Gurtin Fixed Income Breaks Through the Double Digit Fee Barrier with Technology

Gurtin Fixed Income Management, LLC ("GFI") is excited to announce that, coincident with the three-year anniversary of our Municipal Intermediate-Term (previously Income Select) strategy, we are reducing our management fee with breakpoints ranging from 20 to as low as 5 basis points for separately managed accounts. Also offered in short- and limited-term portfolios, this high grade municipal strategy offers a compelling alternative to municipal funds and other strategies of comparable duration offered in the marketplace.

GFI’s ability to significantly drive down costs associated with our management and servicing of these strategies – and to pass these savings on to clients – is a direct result of our continued adoption of ever-evolving proprietary technology in the management of client portfolios. "Our ability to lower our fees is an extension of our initiative to develop innovative investment technology in-house, enabling us to integrate and leverage our trading, quantitative and fundamental credit research capabilities while simultaneously increasing efficiency and driving stronger returns," said Michael Johnson, Co-CIO and Head of Research.

GFI is committed to the guiding principles of integrity and transparency, and the simple notion that the client always comes first. "When founding GFI over six years ago, it was our vision to build a firm differentiated from others in the industry by focusing on fundamental research, premier client service, and complete transparency – all enabled by cutting edge technology," said Bill Gurtin, CEO. "The fixed income management industry has always had a pervasive culture of managers negotiating fees, and extending special deals and 'favored nation' status to select clients. At GFI, we favor every client, choosing to disclose and consistently charge the same fee schedules across like clients with counterculture transparency."

About:

Gurtin Fixed Income is a fixed income investment management firm managing $9.3 billion in assets as of July 2014, maintaining offices in Solana Beach, CA, and Chicago, IL. With a mission to solve today’s problems with tomorrow’s solutions through proprietary technology and independent research, we specialize in managing high grade fixed income portfolios for high and ultra-high net worth individuals and families.

Disclosure:

GFI is an SEC registered investment adviser. Information about GFI is available in its Form ADV and at www.gurtin.com.