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.
