Breckinridge Capital Advisors is a Boston-based, independently owned investment advisor specializing in high-quality fixed income portfolio management.
Our distinct approach to investing is characterized by our:
- Singular focus on high-quality fixed income
- Strong belief in customized separate accounts
- Commitment to rigorous bottom-up credit research
- Expertise in ESG integration
- Continuous emphasis on innovation
Working through a network of investment consultants and advisors, we serve a wide variety of clients ranging from high net worth individuals to large institutions. Breckinridge’s assets under management totaled more than $25 billion as of Dec. 31, 2016.
As a Massachusetts Benefit Corporation and B Corp, we are driven by the responsibility to create positive, long-term impact for our clients, employees, stakeholders and the communities in which we live, work and invest.
Breckinridge has a 20+ year history. The firm was founded in 1993 by President Peter Coffin.
Breckinridge is independently owned, with shares currently divided among current and former employees.
Breckinridge's assets under management have steadily grown throughout the years. AUM currently stands at over $25 billion.*
Breckinridge currently has 62 employees, 28 of which are investment professionals.*
*AUM as of 12/31/16. Employee figures as of 2/21/17.