Customized Mandates
Single State and State Biased Tax-Exempt:
Breckinridge has a core specialty in customizing state exempt municipal bond portfolios and currently manages portfolios with over 30 single state and state biased mandates.
Short-Term Tax-Exempt:
Breckinridge manages portfolios with shorter mandates and various capped maturity structures based on client liquidity needs and risk tolerances.
Blended Taxable/Tax-Exempt:
For investors who fall below the top marginal tax bracket or, in certain circumstances, those subject to the Alternative Minimum Tax (AMT), both taxable and tax-exempt securities are eligible for investment.
Institutional Sub-Advisory:
Breckinridge manages various institutional mandates in a sub-advisory capacity.
Please contact Breckinridge Capital Advisors regarding information on other customized strategies.
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