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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.

So, You Think You Want a Municipal Bond Ladder?

We believe the municipal bond market takes a lot of patience, persistence, and expertise due to the markets constant ebbs and flows. Learn more about how we manage personalized bond portfolios at Breckinridge in our latest video.

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OUR LATEST THINKING

2025 Municipal Market Outlook

In his annual municipal credit outlook, Adam Stern assesses both the strengths and challenges shaping the market.

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Read more about 2025 Municipal Market Outlook

From Crisis to Confidence: The Changing Landscape in Bond Investing

Fixed income has played an important role in an investor’s overall asset allocation strategy.

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Read More about From Crisis to Confidence: The Changing Landscape in Bond Investing

Seeking Income Diversification

In this piece, we analyze the merits of constructing income generating portfolios using a combination of U.S. IG bonds and U.S. large cap equities.

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Read more about Seeking Income Diversification

INNOVATION DRIVEN BY

Our People

Adam Stern

Co-Head of Research, leads the firm’s municipal research efforts.

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

Jeffrey Glenn

Co-Chief Investment Officer, oversees the development of the investment strategy within 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

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

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