Breckinridge’s community needs customization can be applied to our national tax-efficient strategies and leverages our expertise in tailoring portfolio composition to meet specific investment objectives. The customization is for investors who wish to allocate capital to municipal bond issuers to fund essential services in lower-income communities, including infrastructure spending.
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There is no guarantee that the strategies or customizations will achieve their objectives, lower volatility or be profitable. Client-driven modifications and customizations are subject to review and approval. Some modifications and customizations cannot be combined and/or require higher account minimums. All investments involve risk, including loss of principal. Diversification cannot assure a profit or protect against loss. No investment or risk management strategy can guarantee positive results or risk elimination in any market. Investments in values-aligned customizations are subject to proportionately higher exposures in certain types of risks.