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Advancing the Pursuit of Income

EXPLORE OUR INVESTMENT CAPABILITIES

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Fixed Income

Offering investment grade multi-sector and sector-focused bond strategies in short, limited, intermediate, long and broad durations.

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Dividend Income

Targets high quality, large cap companies with a strong record of paying dividends.

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Sustainable

Emphasizes environmental, social and governance (ESG) performance by targeting issuers with above average and improving ESG profiles as well as values-aligned solutions.

2023 Corporate Sustainability Report

We are pleased to share our 2023 Corporate Sustainability Report. Our 2023 CSR highlights work we have undertaken during the year as defined by the values we hold as a company, as employees, and as members of our communities.

View CSR

OUR LATEST THINKING

It May Be Time To Activate Your Muni Bond Portfolio

We believe investors can do better now in the current environment with a more active approach to municipal bond portfolio management.

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Read more about It May Be Time To Activate Your Muni Bond Portfolio

Changing Landscape in Bond Investing

With the era of easy money fading in the rear view mirror and a Fed tightening cycle coming to an end, a favorable rate environment is improving investor sentiment towards fixed income.

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Read more about Changing Landscape in Bond Investing

2024 Municipal Market Outlook

The muni market enters 2024 with stable credit fundamentals, supportive demand/supply dynamics, and low M/T ratios and compressed credit spreads.

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Read More about 2024 Municipal Market Outlook

INNOVATION DRIVEN BY

Our People

Nicholas Elfner

Co-Head of Research, leads the firm’s corporate research efforts and sits on the Investment and Executive Committees.

Research is at the core of what we do at Breckinridge. Half of our investment team consists of research analysts. We have a strong research culture here.

Meet Nicholas

Adam Stern

Co-Head of Research, leads the firm’s municipal research efforts and sits on the Investment and Executive Committees.

First and foremost, my role is to help our clients’ protect their capital. At Breckinridge, we are managing clients’ “safe” money, and we take that obligation very seriously.

Meet Adam

Christina Lynch

Co-Head of Consultant Relations, assists in setting overall consultant relations and business development strategy and manages many of the firm’s key relationships.

We don’t just want to meet our clients’ needs, we want to anticipate their next need and their next question.

Meet Christina

Get to know Breckinridge.

Meet the team

STAY INFORMED WITH OUR LATEST

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