The contents on the website is directed to financial advisers, registered investment advisers, broker dealers, investment consultants and institutional asset owners. Individual retail investors should consult with their financial advisers before using any of the content contained on this website. By clicking “I Agree” and accessing this website, you represent and warrant that you are agreeing to the above statement. In addition, you have read, understood and agree to the terms and conditions of this website.

Terms & Conditions

This website is managed by Breckinridge Capital Advisors, Inc. You should read the following terms and conditions before continuing. If you do not agree to these terms and conditions, you should not use this website.

By accessing Breckinridge’s website, you agree to the following terms and conditions:

Intended Audience

This website is limited to the dissemination of general information about Breckinridge and provides an alternative method for advisers and institutional investors to learn more about us and our advisory services. The contents contained on this website are directed toward financial advisers, registered investment advisers, broker dealers, investment consultants and institutional asset owners. If you are an individual retail investor, you should contact your investment professional before making any investment decisions or using any of the content contained on this website.

Timeliness of Content

The information and materials on this website were current as of the date published or indicated and may be superseded by subsequent market events or for other reasons. As such, information contained on this website may be dated and subject to change at any time without notice. Breckinridge attempts to provide timely information but disclaims any responsibility to update the published information.

No Investment Advice or Recommendation

The information, materials, products and services on this website are provided for informational purposes only, and are not intended to provide legal, tax or investment advice. This website is incomplete and does not include all of the information necessary to make a decision to invest with Breckinridge.

Nothing on this website should be considered a guide to the selection of securities, or the construction of a portfolio by an investor. Any advisers or institutions who are interested in any of our investment strategies should review our registration information on the SEC’s website (www.adviserinfo.sec.gov). You can also download a copy of our Form ADV Part 2 at the end of this page.

Please contact our Consultant Relations team at cr@breckinridge.com for more information.

Limitation of Liability

In no event shall Breckinridge be liable for any damages, losses, or liabilities in connection with your use of this website or your reliance on or use or inability to use the information, materials, products, and services on this website.

Website Security

You will not take any action intended to: (i) use the content or website for any purpose that is prohibited by law or regulation or to facilitate the violation of law or regulation; (ii) probe, scan or test the vulnerability of this website or Breckinridge’s network or breach security or authentication measures without proper authorization; (iii) attempt to interfere with service to any user, host or network or otherwise attempt to disrupt our business; or (iv) violate the security of the website or attempt to gain unauthorized access to the website, data materials, information, systems or networks connected to any server associated with the website, through hacking, password mining or any other means.

Ownership and Use of Content

You may download or print out a hard copy of individual pages and/or sections of our website and any files made available for download, provided that you do not remove any logos or other proprietary notices and disclaimers. Any downloading or otherwise copying from our website will not transfer title to any software or material to you. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link into or use for any public or commercial purpose our website without our prior written permission.

Third-Party Websites & Content

We will make available hyperlinks to other websites not affiliated with Breckinridge. Further, some information contained on this website is obtained and/or derived from third party sources that are unaffiliated with Breckinridge. Use of third-party content and hyperlinks on this website to other websites is at your own risk. Breckinridge is not responsible for the content or accuracy of third-party websites linked from this website, nor does it guarantee the products or services offered on third-party web sites. There are risks to using any information, software, service or product found on the Internet. You should ensure you understand these risks and review the privacy statements of a website before you provide any personal or confidential information.

General Disclaimers

Past performance is no guarantee of future results. All investments involve risk, including loss of principal. An investor should consult with an investment professional before making any investment decisions. Breckinridge makes no assurances, warranties or representations that the strategies described herein will meet their investment objectives or incur any profits.

Any projections, targets, or estimates on this website are forward looking statements and are based on Breckinridge’s research, analysis, and assumptions. There can be no assurances that such projections, targets, or estimates will occur and the actual results may be materially different. Other events that were not taken into account in formulating such projections, targets, or estimates may occur and may significantly affect the returns or performance of any account managed by Breckinridge.

Form ADV

Breckinridge's Form ADV Part 2 is available for download here