Taxable investors, such as private clients and select institutional investors, typically invest in tax-exempt municipal bonds to achieve a high level of after-tax income while preserving principal. At Breckinridge, we have the deep experience, broad access and the clear market insight necessary to help taxable investors achieve their objectives.
Our areas of expertise include:
- State-specific/state-biased portfolios for clients with state-tax liabilities
- Blended portfolios of tax-exempt and taxable bonds for clients in low tax brackets
- Flexible benchmarking
- Institutional sub-advisory
- Mutual fund sub-advisory
- Insurance company mandates
Client Profile: Private Client
