Breckinridge Capital Advisors, Inc.

Breckinridge Capital Advisors is a Boston-based, independently owned asset management firm specializing in providing the highest caliber of investment management. They manage over $51 billion in assets for a diverse clientele including high-net-worth individuals and large institutions. Their focus is on investment grade fixed income, dividend income, and sustainable investment strategies, all offered in customized separate accounts. Breckinridge is committed to staying independent, maintaining disciplined portfolio management, and conducting rigorous fundamental credit analysis.

Breckinridge is a Massachusetts Benefit Corporation and a certified B Corp, reflecting its commitment to ESG and sustainability. They believe that companies that create value for all are more competitive and resilient over the long term. They have a robust environmental, social, and governance (ESG) capability that is fully integrated into their research process. Their company is owned by current and past employees and Board members, demonstrating their belief in long-term positive impact for clients, employees, and the communities they serve.

Breckinridge Capital Advisors is a Boston-based asset management firm dedicated to providing high-caliber investment management services to institutional and private clients. Their mission is to facilitate a sustainable flow of capital from long-term investors to responsible issuers by leveraging their expertise in fixed income, dividend income, and sustainable investing strategies. They strive to deliver customized investment solutions tailored to meet the unique needs and goals of each client, while prioritizing a commitment to transparency, responsible investing practices, and long-term value creation.

Breckinridge Capital Advisors promotes a culture of innovation, collaboration, and responsiveness. The company values independent thought and encourages its employees to push boundaries in a market segment where many rely on outdated approaches. The firm prides itself on its exceptional responsiveness and access to its investment team, working to deliver a comprehensive client experience. This commitment to excellence and client-centricity is reflected in its dedicated professionals, who are passionate about creating positive, long-term impact for its clients, employees, and communities.

Breckinridge Capital Advisors prioritizes diversity, equity, and inclusion (DEI) as integral to its business philosophy. The firm's commitment to DEI extends beyond recruitment to encompass fostering a culture of inclusivity, promoting diversity within the investment team, and integrating DEI considerations into its investment research and decision-making. Breckinridge actively seeks to create a welcoming and equitable workplace where all employees feel valued, supported, and empowered to contribute to the firm's success.