It is Breckinridge's belief that every portfolio should accurately reflect each individual client’s risk tolerance and specific investment goals. To ensure this result, we currently offer the following strategies:
- For private clients in high tax brackets and select institutional investors, the Tax-Exempt Municipal Bond portfolio seeks to provide a high level of after-tax income while preserving principal.
- For private clients in low tax brackets, tax-sheltered investment vehicles (IRA's, Profit Sharing Plans), or tax-exempt entities such as Endowments and Foundations, the Taxable Municipal Bond portfolio seeks to maximize risk-adjusted returns through investment in taxable fixed income instruments.
- For mandates outside of our two core strategies, we offer a variety of Customized Portfolios, including state-biased, short-term and blended accounts.
