Forward-Looking Fixed Income Investing
Investing across a variety of investment grade bond sectors—benchmarked against Bloomberg Barclays U.S. Government/Credit or U.S. Aggregate Indexes.
Investing predominantly in municipal and government bonds—benchmarked against Bloomberg Barclay’s Municipal Bond or Managed Money Indexes.
2020 Corporate Sustainability Report
The year 2020 was one of uncertainty in many respects. Our 2020 Corporate Sustainability Report highlights work we have undertaken during the year as defined by enduring truths that guide us as a company, as employees and as members of our communities. This report offers an overview of our approach and commitment to sustainability both in our investment process and business operations.
More Powerful Philanthropy
Breckinridge integrates ESG analysis in our investment process. We work with community foundations and financial advisors throughout the U.S. interested in understanding the alignment of charitable-giving and investing objectives.
Our Firm Capabilities
Our investment philosophy holds that investors are well served by counterbalancing higher-risk assets with high quality fixed income investments. We developed our process, people and technology to address client goals through shifting market environments.
Q3 2021 ESG Newsletter
We examine the ESG factors that the pandemic brought into sharper focus in different regions of the country, how the Biden administration is addressing the themes of environmental justice and climate justice, and climate proposals in the EU.
Co-Head, Portfolio Management, oversees multi-sector portfolio management and sits on the Investment Committee.
When clients think of Breckinridge, I think they value that we have stayed true to our investment philosophy since our founding 20 plus years ago.Meet Jeffrey
Chief Technology Officer, oversees the operations and development of systems, and the security of our information.
We always have to be thinking about the places we can go next. And out of all the places we can go, we must then determine which of them are most beneficial to our clients and our firm.Meet Jesse
President and Founder, has steadily grown Breckinridge through a unique take on investment-grade fixed income investing.
Rather than innovating to create novel investment products, Breckinridge leverages new technology to continuously improve our caliber of fixed income management.Meet Peter