Managing Investments and Our Business for the Long Term

Over the course of 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.

We work with a network of financial advisors, consultants and family offices as well, managing money for large institutions and high net worth individuals. 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 consultant relations team works with our investment teams to provide a comprehensive client experience. Members of the consultant relations team average 14 years* of industry experience. They leverage the power of our proprietary technology, the accessibility of our investment team and their commitment to proactive support and insightful communications to deliver customized solutions, reports and services. Breckinridge welcomes the opportunity to discuss with you our approach to tailoring investment solutions intended to meet our clients’ investment goals.

We welcome the opportunity to learn more about your goals.

Get in Touch

For more information on our investment capabilities and product offerings please submit this form and a member of our Consultant Relations team will be in touch.

Please provide the following details.

*As of 12/31/23

** Josh Perez, portfolio manager and director, corporate research, has a hybrid portfolio management/research role and is included in the headcounts for both teams but only counted once in overall headcount