At Breckinridge, we believe in customizing each portfolio to reflect accurately each individual client’s risk tolerance and specific investment goals.
- Tax-Exempt Municipal Bond Portfolios are ideal for private clients in high tax brackets and select institutional investors such as insurance companies. Tax-exempt portfolios are structured to provide a high level of after-tax income while preserving principal.
- Taxable Municipal Bond Portfolios are suitable for tax-exempt entities such as endowments and foundations as well as investors seeking taxable income within IRAs, profit-sharing plans or other tax-deferred accounts. Taxable portfolios are designed to maximize risk-adjusted returns by investing in high-grade fixed-income sectors with a focus on taxable municipal bonds.
- Sustainable Fixed Income Portfolios: While investing in public purpose bonds has always been a core investment theme at Breckinridge, these strategies offer taxable and tax exempt investors the opportunity to select high-grade fixed income strategies that focus on sustainability. They provide a targeted and positive social impact by identifying and investing in bonds that strengthen our education system, expand public transportation, produce clean energy, conserve water resources, improve healthcare, build affordable housing and support socially responsible companies.
