Breckinridge’s tax-efficient strategies are designed for taxable investors seeking to maximize after-tax income and preserve capital.
We strive to achieve this through a primary and a highly diversified allocation to tax-exempt municipal bonds. Allocations to taxable municipal, investment-grade corporate, Treasury and government agency bonds may also be considered based on a client’s tax rate. We offer several tax-efficient strategies across the short to intermediate maturity spectrum. Employing a separate account structure, these strategies can be customized by benchmark, maturity, duration, credit quality, tax status and state. Over 30 state preference options are also available for clients with state-tax liabilities.