Consultants & Advisors

Breckinridge partners with investment consultants and advisors to help them sustain and expand their client relationships.  Dedicated to the effort, our Consultant Relations team is approachable, intelligent and innovative.  They combine investment expertise with accessible and responsive service to effectively support advisors as markets and client circumstances evolve.  Examples of the service and support we provide include:

• Ongoing consultation services
• Quarterly strategy and performance updates
• Portfolio analyses on prospective client accounts
• Client conference calls
• Client account reviews
• Onsite finals presentations
• Timely podcasts, webinars, commentaries and white papers

To learn more about our services, please contact our Consultant Relations team at cr@breckinridge.com or (617) 443-1120.