Delivering institutional-grade Fixed Income portfolio management with transparent pricing, rigorous research, and a commitment to superior risk-adjusted outcomes.
At Margate Asset Management, we offer a suite of high-quality Fixed Income investment solutions designed to meet the evolving needs of Registered Investment Advisors, Family Offices, and institutional investors. Our offerings draw on decades of Fixed Income market leadership at top global firms—integrating disciplined portfolio construction, deep credit research, and institutional-level trade execution. Every strategy is built on a foundation of transparency, alignment, and a client-first philosophy.
Customized, tax-aware municipal portfolios built to meet specific client goals, risk tolerance, and tax profiles—leveraging institutional research and execution for superior outcomes.
Tailored tax-sensitive solutions designed to enhance after-tax returns, including tax-loss harvesting, AMT-aware structures, and state-specific strategies.
Actively managed investment-grade Fixed Income strategies that integrate fundamental credit analysis, quantitative modeling, and disciplined risk management across market cycles.
Access deep Fixed Income market liquidity through our institutional trading relationships and processes—prioritizing price transparency, execution quality, and efficient sourcing.
Diversified, duration-targeted Fixed Income ladders providing predictable cash flows, enhanced risk control, and an efficient framework for long-term compounding.
Independent, rigorous Fixed Income credit research covering states, local governments, essential-service revenue issuers, hospitals, education, transportation, and specialty sectors.
Portfolio reviews, customized proposals, tax-aware transition planning, and direct collaboration with advisors to design strategies aligned with client objectives.
Comprehensive transition management that evaluates legacy holdings, identifies inefficiencies, and restructures portfolios for improved yield, credit quality, and tax positioning.
Whether you’re an RIA, family office, institution, or an individual investor — we’d love to explore how Margate can partner with you.
