Breckinridge Capital Advisors is a Boston-based, independently owned asset manager working to provide providing the highest caliber of investment management.
We believe the following characteristics set us apart:
- Commitment to staying independent
- Disciplined portfolio management
- Rigorous fundamental credit analysis
- Forward looking and integrated ESG research
- Ability to customize separate accounts at scale
- Proprietary technology platform
- Culture of exceptional responsiveness and access
- Competitive pricing
We serve high-net-worth individuals and large institutions through a network of financial advisors, consultants, and family offices. Breckinridge’s assets under management totaled more than $44 billion as of June 30, 2023.
Reflecting our commitment to ESG and sustainability, Breckinridge is a Massachusetts Benefit Corporation and a certified B Corp1. We believe these designations help us in our goals to create positive, long-term impact for our clients, employees and the communities in which we live, work and invest.
Disclosures: https://www.breckinridge.com/social-media-disclosures/