The content on this website is intended for investment professionals and institutional asset owners. Individual retail investors should consult with their financial advisers before using any of the content contained on this website. Breckinridge uses cookies to improve user experience. By using our website, you consent to our cookies in accordance with our cookie policy. By clicking “I Agree” and accessing this website, you represent and warrant that you are agreeing to the above statements. In addition, you have read, understood and agree to the terms and conditions of this website. The content on this website is not intended for use or distribution outside of the U.S., unless permitted by applicable law.

California State Customization

  • Benchmark Available across the Bloomberg Muni Indices

The California State Customization can be applied to our tax-efficient strategies. With 58 counties, 480 municipal governments, over 1,000 school districts, and 3,400 “special” districts, California is the nation’s largest and most diverse issuer of municipal debt. These characteristics, combined with the state’s high income tax rate, make California in-state exposure highly desirable. The California State Customization is an investment grade municipal bond portfolio that seeks to preserve capital and maximize after-tax income. The customization employs active management, bottom-up research and proactive portfolio positioning.

Investment Objective

Preserve capital and maximize after-tax income

Eligible Investments

Tax-Exempt Municipal Bonds

Treasury Bonds

Government-Related Bonds

Corporate Bonds

Get more information on this product

For more information on performance, customization and other characteristics please submit this form and a member of our Consultant Relations team will be in touch.

Please fill out the form below.