Institutions

Breckinridge works with a broad range of tax-exempt and taxable institutions. We partner with our institutional clients to help them achieve their objectives through customized solutions. With an overarching goal of preserving capital while delivering competitive risk-adjusted returns, our portfolios can provide:

• A core intermediate fixed-income allocation
• A satellite fixed-income strategy to provide diversification to other spread sectors
• An effective liability-driven investment
• A safe, predictable after-tax income stream

To learn more about our services, please contact our Consultant Relations team at cr@breckinridge.com or (617) 443-1120.