Over the course of nearly 30 years, we developed and integrated our philosophy, process, people and technology to deliver investment solutions and services that align with the long-term goals of our clients.
In each relationship, we work to understand the investor's goals. We develop and execute strategic solutions intended to reach those goals, working in an integrated and collaborative approach across our organization. Our clients include both taxable and tax-exempt investors.
Investor / Consultant Services
Markets change and risks and opportunities evolve. For client communications, our overriding objective is to provide timely, succinct and cogent information on our strategies, market outlook and portfolio positioning.
To help meet our client service objectives, efforts from our consultant relations team include:
- Market and strategy updates
- Portfolio analyses on prospective client accounts
- Client conference calls and account reviews
- Onsite finals presentations
- Timely podcasts, webinars, commentaries and white papers
- Ongoing consultation services
- Thorough client reporting
Breckinridge welcomes the opportunity to discuss with you our approach to tailoring investment solutions intended to meet clients’ investment goals. To learn more about our services, please contact our consultant relations team at firstname.lastname@example.org or (617) 443-1120.