Margate Asset Management brings decades of experience from top global fixed-income firms to deliver tax-aware, high-quality Fixed Income portfolio solutions.
Founded by leaders from JPMorgan and Wells Fargo — with deep fixed income expertise.
We design our pricing and strategies to serve clients first — not to maximize fees.
Trade execution, credit research, and portfolio construction at scale.
We deliver strategies tailored for clients who care deeply about tax efficiency.
Margate Asset Management was founded in September 2025 by three industry veterans: Rick Taormina, Kit Wood, and Yuri Khalif. Having built and managed some of the largest Fixed Income platforms at leading global institutions, we saw a clear opportunity to build something different — a firm that offers institutional-quality Fixed Income investing while keeping clients first.
Integrity: We operate honestly, ethically, and with full transparency.
Alignment: Our success is tightly linked to client outcomes.
Discipline: Our investment process is repeatable, rigorous, and risk-aware.
Partnership: We work closely with clients, advisors, and institutions to build long-term relationships.
We reinvented fixed income management with a client-first philosophy, combining:
Deep credit analysis
High-touch service
Transparent pricing
And institutional-level execution
Delivering institutional-grade Fixed Income portfolio management with transparent pricing, rigorous research, and a commitment to superior risk-adjusted outcomes.
Customized, tax-aware Fixed Income portfolios built to meet specific client goals, risk tolerance, and tax profiles—leveraging institutional research and execution for superior outcomes.
Actively managed investment-grade Fixed Income strategies that integrate fundamental credit analysis, quantitative modeling, and disciplined risk management across market cycles.
Tailored tax-sensitive solutions designed to enhance after-tax returns, including tax-loss harvesting, AMT-aware structures, and state-specific strategies.
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.
Our founders not only built and scaled large Municipal platforms, but they also innovated in trading, strategy design, and tax-aware investing. This gives Margate Asset a unique blend of institutional muscle + entrepreneurial agility.
Co-Founder & Chief Executive Officer
Co-Founder & President
Co-Founder & Head of Capital Markets
Whether you’re an RIA, family office, institution — we’d love to explore how Margate Asset Management can partner with you.
