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Breckinridge Capital Advisors is a Boston-based, independently owned investment advisor specializing in investment grade fixed income portfolio management.

Our approach to investing is characterized by our:

  • Singular focus on investment grade fixed income
  • Commitment to rigorous bottom-up research
  • Expertise in ESG integration
  • Strong belief in customized separate accounts
  • 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 $40 billion as of September 30, 2019.

Reflecting our commitment to ESG and sustainability, Breckinridge is a Massachusetts Benefit Corporation and a certified B Corp. We believe these designations help us in our goals to create positive, long-term impact for our clients, employees and the communities in which we live, work and invest.

 

Quick Facts

1993

Year founded

Breckinridge has a 25+ year history. The firm was founded in 1993 by President Peter Coffin.

100 %

Employee owned

Breckinridge is independently owned, with shares currently divided among current and former employees.

$40 Billion

Assets

Breckinridge's assets under management have steadily grown throughout the years. AUM currently stands at $40 billion.*

75 employees

Professionals

Breckinridge currently has 75 employees, 34 of which are investment professionals.*

*AUM as of 9/30/19. Employee figures as of 9/30/19. Investment professionals include portfolio managers, traders, analysts and investment strategists.